Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,328 | $107,363-81.1% | $92,909-78.1% | $152,897-86.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $368 | $4,222-91.3% | $3,653-89.9% | $4,764-92.3% |
| Participant deferral / active EE | $6,333 | $4,848+30.6% | $4,238+49.4% | $5,851+8.2% |
| Admin fee / account holder | $8 | $7,082-99.9% | $5,795-99.9% | $11,599-99.9% |