Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,294 | $165,381-78.1% | $149,730-75.8% | $158,966-77.2% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $755 | $5,104-85.2% | $4,645-83.7% | $4,762-84.1% |
| Participant deferral / active EE | $3,714 | $7,182-48.3% | $6,843-45.7% | $5,983-37.9% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |