Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,717 | $30,437-5.7% | $56,033-48.7% | $74,459-61.4% |
| Participation rate | 17.6% | 32.9%-15.3pp | 52.5%-34.9pp | 67.2%-49.6pp |
| Annual return | 14.19% | 24.96%-10.8pp | 1711.38%-1697.2pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,326 | $1,176+12.7% | $1,954-32.2% | $4,350-69.5% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |