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 | $18,207 | $96,678-81.2% | $86,640-79.0% | $139,466-86.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 23.31% | 106.69%-83.4pp | 592.52%-569.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,194 | $4,837-75.3% | $4,438-73.1% | $6,712-82.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |