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 | $2,208 | $104,650-97.9% | $83,854-97.4% | $155,188-98.6% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 52.09% | 28.97%+23.1pp | 31.39%+20.7pp | 148.84%-96.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,120 | $2,367-52.7% | $2,035-44.9% | $6,531-82.8% |
| Admin fee / account holder | $3 | $3,518-99.9% | $3,197-99.9% | $14,480-100.0% |