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 | $18,597 | $104,544-82.2% | $76,657-75.7% | $152,897-87.8% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 17.44% | 1014.36%-996.9pp | 1166.74%-1149.3pp | 345.43%-328.0pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,305 | $4,236-69.2% | $3,335-60.9% | $5,851-77.7% |
| Admin fee / account holder | $186 | $12,286-98.5% | $6,423-97.1% | $11,599-98.4% |