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 | $16,413 | $27,632-40.6% | $61,452-73.3% | $68,486-76.0% |
| Participation rate | 6.3% | 39.5%-33.3pp | 52.6%-46.3pp | 67.9%-61.6pp |
| Annual return | -18.85% | -13.24%-5.6pp | 338.96%-357.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $36 | $696-94.8% | $1,160-96.9% | $2,597-98.6% |
| Participant deferral / active EE | $291 | $1,264-77.0% | $2,125-86.3% | $4,028-92.8% |
| Admin fee / account holder | $280 | $2,010-86.1% | $2,131-86.9% | $5,404-94.8% |