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 | $22,687 | $59,813-62.1% | $79,580-71.5% | $68,486-66.9% |
| Participation rate | 13.2% | 61.1%-47.9pp | 69.5%-56.3pp | 67.9%-54.7pp |
| Annual return | -14.46% | -12.30%-2.2pp | 0.15%-14.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $96 | $3,024-96.8% | $3,985-97.6% | $4,028-97.6% |
| Admin fee / account holder | $16 | $4,835-99.7% | $6,835-99.8% | $5,404-99.7% |