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 | $16,418 | $37,446-56.2% | $77,513-78.8% | $79,852-79.4% |
| Participation rate | 4.0% | 41.5%-37.5pp | 54.2%-50.2pp | 69.6%-65.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $39 | $637-93.9% | $987-96.1% | $2,471-98.4% |
| Participant deferral / active EE | $584 | $1,261-53.7% | $1,861-68.6% | $3,740-84.4% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |