Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,167 | $31,109-15.9% | $67,704-61.4% | $52,331-50.0% |
| Participation rate | 5.7% | 54.0%-48.2pp | 67.5%-61.8pp | 68.1%-62.4pp |
| Annual return | 3.91% | 23.70%-19.8pp | 25.41%-21.5pp | 4.54%-0.6pp |
| Employer contribution / active EE | $75 | $1,076-93.1% | $2,559-97.1% | $1,882-96.0% |
| Participant deferral / active EE | $376 | $1,970-80.9% | $3,585-89.5% | $3,022-87.6% |
| Admin fee / account holder | $1 | $466-99.9% | $4,255-100.0% | $592-99.9% |