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 | $45,359 | $104,106-56.4% | $71,086-36.2% | $135,382-66.5% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -6.73% | 1256.30%-1263.0pp | 650.59%-657.3pp | 519.77%-526.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,641 | $2,527-35.1% | $1,874-12.4% | $5,609-70.7% |
| Admin fee / account holder | $103 | $4,142-97.5% | $3,082-96.7% | $10,829-99.0% |