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 | $8,781 | $72,426-87.9% | $67,560-87.0% | $145,897-94.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.85% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $300 | $3,074-90.2% | $2,737-89.0% | $4,663-93.6% |
| Participant deferral / active EE | $1,266 | $4,785-73.6% | $4,004-68.4% | $6,689-81.1% |
| Admin fee / account holder | $168 | $5,514-97.0% | $3,994-95.8% | $13,390-98.7% |