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 | $1,500 | $29,319-94.9% | $52,425-97.1% | $82,448-98.2% |
| Participation rate | 29.4% | 46.9%-17.4pp | 55.6%-26.2pp | 68.1%-38.7pp |
| Annual return | 27.24% | 535.20%-508.0pp | 302.12%-274.9pp | 41.64%-14.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $642 | $1,171-45.2% | $1,790-64.1% | $4,139-84.5% |
| Admin fee / account holder | $171 | $1,962-91.3% | $2,495-93.1% | $7,234-97.6% |