Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,761 | $102,595-78.8% | $94,057-76.9% | $154,746-85.9% |
| Participation rate | 23.1% | 76.0%-52.9pp | 73.3%-50.3pp | 80.7%-57.6pp |
| Annual return | 40.53% | 583.42%-542.9pp | 480.62%-440.1pp | 172.34%-131.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,528 | $5,118-11.5% | $4,709-3.8% | $6,730-32.7% |
| Admin fee / account holder | $46 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |