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 | $21,256 | $57,140-62.8% | $85,240-75.1% | $80,959-73.7% |
| Participation rate | 30.2% | 56.4%-26.2pp | 67.5%-37.3pp | 67.7%-37.5pp |
| Annual return | 13.56% | 21.71%-8.1pp | 66.75%-53.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $14 | $1,802-99.2% | $2,735-99.5% | $2,757-99.5% |
| Participant deferral / active EE | $1,105 | $3,115-64.5% | $4,527-75.6% | $4,300-74.3% |
| Admin fee / account holder | $266 | $4,992-94.7% | $6,165-95.7% | $6,925-96.2% |