Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,631 | $99,053-89.3% | $88,179-87.9% | $138,895-92.3% |
| Participation rate | 18.2% | 74.2%-56.1pp | 69.1%-51.0pp | 79.9%-61.7pp |
| Annual return | 21.31% | 78.17%-56.9pp | 64.97%-43.7pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $520 | $5,225-90.1% | $4,614-88.7% | $6,396-91.9% |
| Admin fee / account holder | $62 | $8,748-99.3% | $7,673-99.2% | $12,562-99.5% |