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 | $60,173 | $95,915-37.3% | $79,580-24.4% | $134,532-55.3% |
| Participation rate | 4.8% | 75.0%-70.3pp | 69.5%-64.7pp | 81.2%-76.5pp |
| Annual return | -19.48% | -2.71%-16.8pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $111 | $3,129-96.4% | $2,413-95.4% | $4,741-97.6% |
| Participant deferral / active EE | $115 | $4,693-97.5% | $3,985-97.1% | $6,401-98.2% |
| Admin fee / account holder | $60 | $9,132-99.3% | $6,835-99.1% | $11,429-99.5% |