Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $56,631 | $69,541-18.6% | $59,899-5.5% | $135,380-58.2% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.7%-39.0pp | 82.6%-46.9pp |
| Annual return | -2.77% | 7.95%-10.7pp | 3.46%-6.2pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,917 | $4,206-54.4% | $3,402-43.7% | $5,609-65.8% |
| Admin fee / account holder | $227 | $5,737-96.0% | $3,592-93.7% | $10,828-97.9% |