Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,711 | $75,832-78.0% | $147,617-88.7% | $59,633-72.0% |
| Participation rate | 15.5% | 71.6%-56.0pp | 84.6%-69.1pp | 68.7%-53.2pp |
| Annual return | -0.58% | 0.37%-0.9pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $526 | $3,131-83.2% | $4,895-89.3% | $3,192-83.5% |
| Admin fee / account holder | $76 | $5,986-98.7% | $11,612-99.3% | $4,297-98.2% |