Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,419 | $150,447-82.4% | $136,298-80.6% | $147,586-82.1% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 16.51% | 1049.15%-1032.6pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,107 | $6,631-53.1% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $141 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |