Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,894 | $45,082-58.1% | $69,464-72.8% | $72,975-74.1% |
| Participation rate | 2.2% | 68.5%-66.3pp | 74.6%-72.4pp | 69.5%-67.3pp |
| Annual return | 26.23% | 22.66%+3.6pp | 28.98%-2.7pp | 81.01%-54.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $171 | $2,604-93.5% | $3,536-95.2% | $3,608-95.3% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |