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 | $78,720 | $82,314-4.4% | $68,808+14.4% | $134,532-41.5% |
| Participation rate | 23.1% | 75.1%-52.0pp | 69.0%-45.9pp | 81.2%-58.2pp |
| Annual return | 1.11% | -2.18%+3.3pp | -6.37%+7.5pp | 418.27%-417.2pp |
| Employer contribution / active EE | $348 | $3,301-89.5% | $2,656-86.9% | $4,741-92.7% |
| Participant deferral / active EE | $811 | $4,740-82.9% | $3,942-79.4% | $6,401-87.3% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |