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 | $15,689 | $29,716-47.2% | $56,077-72.0% | $80,925-80.6% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 11.39% | 35.30%-23.9pp | 1709.28%-1697.9pp | 35.65%-24.3pp |
| Employer contribution / active EE | $48 | $671-92.8% | $1,040-95.4% | $2,756-98.3% |
| Participant deferral / active EE | $519 | $1,228-57.8% | $1,954-73.4% | $4,299-87.9% |
| Admin fee / account holder | $129 | $2,432-94.7% | $2,825-95.4% | $6,940-98.1% |