Sign up free to preview peer percentile detail
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 | $22,924 | $81,276-71.8% | $155,574-85.3% | $80,925-71.7% |
| Participation rate | 16.1% | 66.2%-50.2pp | 78.2%-62.1pp | 67.7%-51.6pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,830 | $3,453+10.9% | $5,629-32.0% | $4,299-10.9% |
| Admin fee / account holder | $10 | $7,993-99.9% | $15,914-99.9% | $6,940-99.9% |