Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,421 | $61,125-78.0% | $94,057-85.7% | $87,485-84.7% |
| Participation rate | 28.6% | 64.1%-35.5pp | 73.3%-44.8pp | 68.9%-40.4pp |
| Annual return | 18.85% | 35.20%-16.3pp | 480.62%-461.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $929 | $3,260-71.5% | $4,709-80.3% | $4,274-78.3% |
| Admin fee / account holder | $269 | $5,629-95.2% | $7,244-96.3% | $7,775-96.5% |