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 | $20,917 | $88,754-76.4% | $81,820-74.4% | $145,877-85.7% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 16.27% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,064 | $4,648-77.1% | $4,323-75.4% | $6,691-84.1% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |