Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,385 | $29,736-92.0% | $56,033-95.7% | $80,935-97.1% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.7%-40.1pp |
| Annual return | 11.87% | 35.28%-23.4pp | 1711.38%-1699.5pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $254 | $1,228-79.3% | $1,954-87.0% | $4,299-94.1% |
| Admin fee / account holder | $142 | $2,434-94.2% | $2,827-95.0% | $6,924-98.0% |