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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,964 | $65,344-64.9% | $73,309-68.7% | - |
| Participation rate | 33.3% | 64.3%-31.0pp | 74.9%-41.6pp | - |
| Annual return | -1.36% | 1.10%-2.5pp | 5.67%-7.0pp | - |
| Employer contribution / active EE | $1,571 | $1,124+39.7% | $3,237-51.5% | - |
| Participant deferral / active EE | $963 | $3,573-73.0% | $4,991-80.7% | - |
| Admin fee / account holder | $269 | $988-72.8% | $5,635-95.2% | - |