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 | $68,974 | $48,011+43.7% | $63,803+8.1% | $82,637-16.5% |
| Participation rate | 7.1% | 66.6%-59.4pp | 72.7%-65.6pp | 68.1%-60.9pp |
| Annual return | 12.09% | 19.84%-7.7pp | 543.72%-531.6pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $129 | $2,846-95.5% | $3,843-96.7% | $4,126-96.9% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |