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 | $19,449 | $92,684-79.0% | $82,706-76.5% | $134,509-85.5% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | 9.66% | 945.84%-936.2pp | 701.76%-692.1pp | 418.13%-408.5pp |
| Employer contribution / active EE | $298 | $3,272-90.9% | $3,007-90.1% | $4,741-93.7% |
| Participant deferral / active EE | $396 | $4,800-91.7% | $4,394-91.0% | $6,400-93.8% |
| Admin fee / account holder | $10 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |