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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,117 | $43,333-65.1% | $59,883-74.8% | $64,186-76.4% |
| Participation rate | 20.0% | 69.2%-49.2pp | 74.7%-54.7pp | 69.6%-49.6pp |
| Annual return | -3.62% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $314 | $2,547-87.7% | $3,402-90.8% | $3,470-90.9% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,888-100.0% |