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 | $25,476 | $64,719-60.6% | $112,249-77.3% | $68,486-62.8% |
| Participation rate | 17.9% | 67.2%-49.3pp | 75.1%-57.2pp | 67.9%-50.0pp |
| Annual return | -15.35% | -11.40%-4.0pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $347 | $2,747-87.4% | $3,636-90.4% | $2,597-86.6% |
| Participant deferral / active EE | $370 | $3,565-89.6% | $4,729-92.2% | $4,028-90.8% |
| Admin fee / account holder | $148 | $5,232-97.2% | $6,412-97.7% | $5,404-97.3% |