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 | $29,725 | $61,660-51.8% | $80,022-62.9% | $64,181-53.7% |
| Participation rate | 15.2% | 71.7%-56.5pp | 75.8%-60.7pp | 69.6%-54.4pp |
| Annual return | -1.53% | -0.33%-1.2pp | 11.22%-12.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $361 | $2,968-87.8% | $3,686-90.2% | $3,470-89.6% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |