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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,616 | $72,403-92.2% | $67,524-91.7% | $145,978-96.2% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 17.32% | 7197.23%-7179.9pp | 3519.41%-3502.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $668 | $4,782-86.0% | $4,001-83.3% | $6,690-90.0% |
| Admin fee / account holder | $18 | $5,541-99.7% | $4,001-99.6% | $13,400-99.9% |