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 | $40,729 | $142,392-71.4% | $119,622-66.0% | $134,532-69.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.82% | -12.46%-4.4pp | -14.98%-1.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $442 | $5,224-91.5% | $4,232-89.5% | $4,741-90.7% |
| Participant deferral / active EE | $473 | $6,467-92.7% | $5,601-91.6% | $6,401-92.6% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |