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 | $27,002 | $142,392-81.0% | $119,622-77.4% | $134,532-79.9% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -15.19% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $253 | $5,224-95.1% | $4,232-94.0% | $4,741-94.7% |
| Participant deferral / active EE | $3,391 | $6,467-47.6% | $5,601-39.4% | $6,401-47.0% |
| Admin fee / account holder | $2 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |