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 | $50,921 | $81,870-37.8% | $119,622-57.4% | $68,486-25.6% |
| Participation rate | 15.9% | 71.9%-56.0pp | 79.3%-63.3pp | 67.9%-52.0pp |
| Annual return | -14.74% | -23.82%+9.1pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $467 | $2,692-82.6% | $4,232-89.0% | $2,597-82.0% |
| Participant deferral / active EE | $1,062 | $4,148-74.4% | $5,601-81.0% | $4,028-73.6% |
| Admin fee / account holder | $9 | $6,583-99.9% | $10,328-99.9% | $5,404-99.8% |