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 | $9,961 | $114,013-91.3% | $103,693-90.4% | $155,188-93.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 20.89% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,023 | $4,970-39.2% | $4,579-34.0% | $6,531-53.7% |
| Admin fee / account holder | $27 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |