Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,026 | $49,249-45.1% | $70,476-61.7% | $79,852-66.2% |
| Participation rate | 17.1% | 69.2%-52.0pp | 75.1%-57.9pp | 69.6%-52.5pp |
| Annual return | 13.73% | 30.09%-16.4pp | 109.12%-95.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $110 | $2,100-94.7% | $2,738-96.0% | $2,471-95.5% |
| Participant deferral / active EE | $240 | $2,769-91.3% | $3,710-93.5% | $3,740-93.6% |
| Admin fee / account holder | $127 | $2,878-95.6% | $3,847-96.7% | $5,306-97.6% |