Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,824 | $88,778-86.7% | $81,844-85.6% | $145,884-91.9% |
| Participation rate | 52.2% | 75.1%-22.9pp | 72.4%-20.2pp | 80.3%-28.1pp |
| Annual return | 16.49% | 1033.03%-1016.5pp | 778.87%-762.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $223 | $3,087-92.8% | $2,916-92.3% | $4,662-95.2% |
| Participant deferral / active EE | $1,779 | $4,648-61.7% | $4,323-58.9% | $6,690-73.4% |
| Admin fee / account holder | $7 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |