Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,396 | $104,520-88.1% | $76,823-83.9% | $152,885-91.9% |
| Participation rate | 23.5% | 76.6%-53.1pp | 72.1%-48.6pp | 82.5%-58.9pp |
| Annual return | 0.00% | 1014.03%-1014.0pp | 1166.42%-1166.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $193 | $3,117-93.8% | $2,302-91.6% | $4,763-95.9% |
| Participant deferral / active EE | $2,701 | $4,236-36.2% | $3,336-19.0% | $5,851-53.8% |
| Admin fee / account holder | $39 | $12,283-99.7% | $6,422-99.4% | $11,598-99.7% |