Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,305 | $112,933-75.8% | $90,970-70.0% | $158,982-82.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $596 | $2,893-79.4% | $2,122-71.9% | $4,763-87.5% |
| Participant deferral / active EE | $635 | $4,128-84.6% | $3,373-81.2% | $5,983-89.4% |
| Admin fee / account holder | $17 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |