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 | $2,938 | $81,668-96.4% | $58,507-95.0% | $139,487-97.9% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 47.24% | 7430.07%-7382.8pp | 4252.32%-4205.1pp | 373.84%-326.6pp |
| Employer contribution / active EE | $3 | $1,398-99.8% | $1,053-99.7% | $4,755-99.9% |
| Participant deferral / active EE | $2,074 | $2,554-18.8% | $1,922+7.9% | $6,713-69.1% |
| Admin fee / account holder | $8 | $3,212-99.8% | $2,486-99.7% | $11,407-99.9% |