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 | $25,801 | $138,072-81.3% | $123,549-79.1% | $135,382-80.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -1.18% | 153.69%-154.9pp | 119.20%-120.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $480 | $5,152-90.7% | $4,628-89.6% | $4,779-90.0% |
| Participant deferral / active EE | $1,439 | $6,799-78.8% | $6,426-77.6% | $5,609-74.3% |
| Admin fee / account holder | $111 | $10,917-99.0% | $9,284-98.8% | $10,829-99.0% |