Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,024 | $92,219-59.9% | $76,767-51.8% | $135,380-72.7% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -7.68% | 5.46%-13.1pp | 2.43%-10.1pp | 519.81%-527.5pp |
| Employer contribution / active EE | $192 | $3,216-94.0% | $2,485-92.3% | $4,779-96.0% |
| Participant deferral / active EE | $2,970 | $4,508-34.1% | $3,852-22.9% | $5,609-47.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |