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 | $46,895 | $73,863-36.5% | $143,797-67.4% | $68,490-31.5% |
| Participation rate | 17.7% | 66.7%-48.9pp | 80.3%-62.6pp | 67.9%-50.2pp |
| Annual return | -1.06% | 0.91%-2.0pp | -0.04%-1.0pp | -7.85%+6.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $799 | $3,385-76.4% | $5,638-85.8% | $4,028-80.2% |
| Admin fee / account holder | $299 | $5,756-94.8% | $14,679-98.0% | $5,403-94.5% |