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 | $41,264 | $42,909-3.8% | $60,906-32.2% | $68,486-39.7% |
| Participation rate | 14.5% | 66.8%-52.3pp | 73.1%-58.6pp | 67.9%-53.4pp |
| Annual return | -16.74% | -13.99%-2.7pp | 16.94%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $335 | $1,979-83.1% | $2,703-87.6% | $2,597-87.1% |
| Participant deferral / active EE | $585 | $2,866-79.6% | $3,814-84.7% | $4,028-85.5% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |