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 | $8,088 | $88,702-90.9% | $81,780-90.1% | $145,978-94.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $226 | $3,084-92.7% | $2,914-92.2% | $4,662-95.2% |
| Participant deferral / active EE | $1,333 | $4,645-71.3% | $4,321-69.2% | $6,690-80.1% |
| Admin fee / account holder | $19 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |