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 | $15,197 | $190,862-92.0% | $159,991-90.5% | $134,509-88.7% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -20.09% | 552.59%-572.7pp | 408.82%-428.9pp | 418.13%-438.2pp |
| Employer contribution / active EE | $326 | $4,995-93.5% | $4,225-92.3% | $4,741-93.1% |
| Participant deferral / active EE | $1,886 | $6,924-72.8% | $6,183-69.5% | $6,400-70.5% |
| Admin fee / account holder | $66 | $10,495-99.4% | $8,715-99.2% | $11,427-99.4% |