Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,963 | $58,311-74.3% | $81,882-81.7% | $80,959-81.5% |
| Participation rate | 27.6% | 63.5%-35.9pp | 72.4%-44.8pp | 67.7%-40.1pp |
| Annual return | 14.08% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,416 | $3,287-56.9% | $4,323-67.2% | $4,300-67.1% |
| Admin fee / account holder | $72 | $4,752-98.5% | $7,360-99.0% | $6,925-99.0% |