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 | $20,929 | $69,118-69.7% | $53,647-61.0% | $138,895-84.9% |
| Participation rate | 4.2% | 64.0%-59.8pp | 56.3%-52.1pp | 79.9%-75.8pp |
| Annual return | 20.80% | 248.26%-227.5pp | 358.33%-337.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $736 | $2,274-67.6% | $1,813-59.4% | $6,396-88.5% |
| Admin fee / account holder | $40 | $2,724-98.5% | $2,460-98.4% | $12,562-99.7% |