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 | $50,395 | $49,249+2.3% | $70,476-28.5% | $79,852-36.9% |
| Participation rate | 17.8% | 69.2%-51.4pp | 75.1%-57.3pp | 69.6%-51.9pp |
| Annual return | 19.65% | 30.09%-10.4pp | 109.12%-89.5pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $808 | $2,769-70.8% | $3,710-78.2% | $3,740-78.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |