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 | $192,937 | $64,729+198.1% | $112,263+71.9% | $68,490+181.7% |
| Participation rate | 2.7% | 67.2%-64.4pp | 75.1%-72.4pp | 67.9%-65.2pp |
| Annual return | -15.39% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.5pp |
| Employer contribution / active EE | $102 | $2,746-96.3% | $3,636-97.2% | $2,597-96.1% |
| Participant deferral / active EE | $162 | $3,566-95.5% | $4,729-96.6% | $4,028-96.0% |
| Admin fee / account holder | $120 | $5,222-97.7% | $6,410-98.1% | $5,403-97.8% |