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 | $23,651 | $82,678-71.4% | $125,391-81.1% | $68,490-65.5% |
| Participation rate | 62.2% | 75.1%-12.9pp | 82.4%-20.2pp | 67.9%-5.7pp |
| Annual return | 282.25% | -5.97%+288.2pp | 572.41%-290.2pp | -7.85%+290.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,918 | $6,111+160.5% | $7,448+113.7% | $4,028+295.2% |
| Admin fee / account holder | $107 | $6,277-98.3% | $10,009-98.9% | $5,403-98.0% |