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 | $3,789 | $29,716-87.2% | $56,077-93.2% | $80,925-95.3% |
| Participation rate | 26.1% | 41.7%-15.6pp | 52.5%-26.4pp | 67.7%-41.6pp |
| Annual return | 13.97% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $436 | $1,228-64.5% | $1,954-77.7% | $4,299-89.9% |
| Admin fee / account holder | $269 | $2,432-88.9% | $2,825-90.5% | $6,940-96.1% |