Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,983 | $58,848-84.7% | $88,179-89.8% | $82,637-89.1% |
| Participation rate | 57.7% | 57.9%-0.2pp | 69.1%-11.4pp | 68.1%-10.4pp |
| Annual return | 19.24% | 22.76%-3.5pp | 64.97%-45.7pp | 53.51%-34.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,338 | $3,124-57.2% | $4,614-71.0% | $4,126-67.6% |
| Admin fee / account holder | $209 | $4,795-95.6% | $7,673-97.3% | $7,339-97.2% |