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 | $11,642 | $104,650-88.9% | $83,854-86.1% | $155,188-92.5% |
| Participation rate | 7.7% | 65.1%-57.4pp | 59.1%-51.4pp | 80.8%-73.1pp |
| Annual return | 27.62% | 28.97%-1.4pp | 31.39%-3.8pp | 148.84%-121.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $361 | $2,367-84.8% | $2,035-82.3% | $6,531-94.5% |
| Admin fee / account holder | $159 | $3,518-95.5% | $3,197-95.0% | $14,480-98.9% |