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 | $22,442 | $75,962-70.5% | $154,108-85.4% | $64,173-65.0% |
| Participation rate | 39.2% | 70.4%-31.2pp | 83.0%-43.8pp | 69.6%-30.4pp |
| Annual return | -2.44% | 30.32%-32.8pp | 735.21%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $167 | $3,350-95.0% | $5,298-96.8% | $2,381-93.0% |
| Participant deferral / active EE | $694 | $3,175-78.1% | $5,081-86.3% | $3,470-80.0% |
| Admin fee / account holder | $111 | $5,589-98.0% | $13,411-99.2% | $4,887-97.7% |