Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,363 | $51,604-78.0% | $129,295-91.2% | $80,874-86.0% |
| Participation rate | 37.1% | 57.0%-19.8pp | 69.6%-32.5pp | 67.6%-30.5pp |
| Annual return | 14.92% | 20.76%-5.8pp | 9429.28%-9414.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $195 | $1,585-87.7% | $4,157-95.3% | $2,756-92.9% |
| Participant deferral / active EE | $778 | $2,670-70.9% | $4,169-81.3% | $4,297-81.9% |
| Admin fee / account holder | $19 | $4,310-99.6% | $7,665-99.8% | $6,935-99.7% |