Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,633 | $72,465-61.9% | $67,575-59.1% | $145,884-81.1% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.5pp | 80.3%-34.8pp |
| Annual return | 17.33% | 7222.56%-7205.2pp | 3528.98%-3511.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,409 | $4,786-28.8% | $4,003-14.8% | $6,690-49.0% |
| Admin fee / account holder | $12 | $5,515-99.8% | $3,993-99.7% | $13,392-99.9% |