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 | $20,466 | $105,867-80.7% | $90,760-77.5% | $134,532-84.8% |
| Participation rate | 22.2% | 78.3%-56.0pp | 75.7%-53.5pp | 81.2%-59.0pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $433 | $3,464-87.5% | $2,922-85.2% | $4,741-90.9% |
| Participant deferral / active EE | $4,117 | $5,217-21.1% | $4,565-9.8% | $6,401-35.7% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |