Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,586 | $56,339-28.0% | $104,301-61.1% | $68,486-40.7% |
| Participation rate | 22.9% | 63.3%-40.4pp | 73.3%-50.4pp | 67.9%-45.0pp |
| Annual return | -17.38% | -9.19%-8.2pp | 24.61%-42.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $297 | $1,960-84.9% | $3,373-91.2% | $2,597-88.6% |
| Participant deferral / active EE | $989 | $3,077-67.9% | $4,626-78.6% | $4,028-75.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,404-100.0% |