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 | $7,908 | $29,319-73.0% | $52,425-84.9% | $82,448-90.4% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | 20.55% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $307 | $1,171-73.8% | $1,790-82.8% | $4,139-92.6% |
| Admin fee / account holder | $251 | $1,962-87.2% | $2,495-89.9% | $7,234-96.5% |