Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,765 | $67,823-85.6% | $52,425-81.4% | $137,256-92.9% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 19.52% | 219.11%-199.6pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $383 | $2,288-83.3% | $1,790-78.6% | $6,407-94.0% |
| Admin fee / account holder | $178 | $2,844-93.7% | $2,495-92.9% | $12,270-98.5% |