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 | $28,922 | $81,358-64.5% | $155,556-81.4% | $80,959-64.3% |
| Participation rate | 28.9% | 66.3%-37.4pp | 78.2%-49.3pp | 67.7%-38.8pp |
| Annual return | 454.04% | 33.39%+420.7pp | 64.84%+389.2pp | 35.67%+418.4pp |
| Employer contribution / active EE | $159 | $3,106-94.9% | $4,675-96.6% | $2,757-94.2% |
| Participant deferral / active EE | $3,243 | $3,455-6.1% | $5,631-42.4% | $4,300-24.6% |
| Admin fee / account holder | $204 | $7,994-97.4% | $15,885-98.7% | $6,925-97.1% |