Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,690 | $97,125-84.9% | $86,233-83.0% | $137,256-89.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 21.83% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,600 | $5,180-49.8% | $4,559-43.0% | $6,407-59.4% |
| Admin fee / account holder | $136 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |