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 | $21,470 | $57,057-62.4% | $85,009-74.7% | $80,874-73.5% |
| Participation rate | 15.4% | 56.4%-41.0pp | 67.5%-52.1pp | 67.6%-52.3pp |
| Annual return | 19.38% | 21.66%-2.3pp | 66.47%-47.1pp | 35.62%-16.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,381 | $3,112-55.6% | $4,522-69.5% | $4,297-67.9% |
| Admin fee / account holder | $67 | $4,986-98.7% | $6,153-98.9% | $6,935-99.0% |