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 | $23,543 | $43,075-45.3% | $74,577-68.4% | $62,881-62.6% |
| Participation rate | 8.0% | 58.1%-50.1pp | 68.1%-60.1pp | 69.3%-61.3pp |
| Annual return | 7.26% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $41 | $1,498-97.3% | $2,525-98.4% | $2,281-98.2% |
| Participant deferral / active EE | $51 | $2,389-97.9% | $3,458-98.5% | $3,203-98.4% |
| Admin fee / account holder | $215 | $2,840-92.4% | $4,138-94.8% | $4,296-95.0% |