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 | $14,784 | $65,434-77.4% | $98,483-85.0% | $85,847-82.8% |
| Participation rate | 29.7% | 65.0%-35.3pp | 73.3%-43.6pp | 69.3%-39.6pp |
| Annual return | 13.69% | 21.75%-8.1pp | 1494.38%-1480.7pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,717 | $3,168-45.8% | $4,276-59.8% | $3,952-56.6% |
| Admin fee / account holder | $218 | $4,595-95.3% | $5,953-96.3% | $6,261-96.5% |