Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,393 | $75,832-81.0% | $147,617-90.2% | $59,633-75.9% |
| Participation rate | 42.9% | 71.6%-28.7pp | 84.6%-41.8pp | 68.7%-25.8pp |
| Annual return | -0.15% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,793 | $3,131-42.7% | $4,895-63.4% | $3,192-43.8% |
| Admin fee / account holder | $52 | $5,986-99.1% | $11,612-99.5% | $4,297-98.8% |