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 | $13,170 | $42,914-69.3% | $60,888-78.4% | $68,498-80.8% |
| Participation rate | 17.2% | 66.8%-49.5pp | 73.1%-55.9pp | 67.9%-50.6pp |
| Annual return | -18.43% | -13.99%-4.4pp | 16.91%-35.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $222 | $1,979-88.8% | $2,702-91.8% | $2,596-91.4% |
| Participant deferral / active EE | $345 | $2,868-88.0% | $3,817-91.0% | $4,027-91.4% |
| Admin fee / account holder | $20 | $3,102-99.4% | $3,225-99.4% | $5,403-99.6% |