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 | $81,233-64.4% | $155,567-81.4% | $80,874-64.2% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.3pp | 67.6%-38.8pp |
| Annual return | 454.04% | 33.33%+420.7pp | 64.74%+389.3pp | 35.62%+418.4pp |
| Employer contribution / active EE | $159 | $3,101-94.9% | $4,674-96.6% | $2,756-94.2% |
| Participant deferral / active EE | $3,243 | $3,452-6.0% | $5,628-42.4% | $4,297-24.5% |
| Admin fee / account holder | $204 | $7,998-97.4% | $15,916-98.7% | $6,935-97.1% |