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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,845 | $95,917-79.3% | $79,583-75.1% | $134,545-85.3% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -2.59% | -2.70%+0.1pp | 0.16%-2.7pp | 418.37%-421.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,786 | $4,694-19.4% | $3,986-5.0% | $6,401-40.9% |
| Admin fee / account holder | $156 | $9,132-98.3% | $6,835-97.7% | $11,431-98.6% |