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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,928 | $93,346-69.0% | $71,796-59.7% | $273,972-89.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 6.27% | 130.39%-124.1pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,795 | $3,475-19.6% | $2,7940% | $5,287-47.1% |
| Admin fee / account holder | $208 | $6,571-96.8% | $4,815-95.7% | $10,133-98.0% |