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 | $45,525 | $183,539-75.2% | $155,556-70.7% | $145,897-68.8% |
| Participation rate | 23.5% | 82.7%-59.2pp | 78.2%-54.7pp | 80.3%-56.8pp |
| Annual return | 16.93% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $310 | $5,315-94.2% | $4,675-93.4% | $4,663-93.4% |
| Participant deferral / active EE | $1,140 | $6,467-82.4% | $5,631-79.8% | $6,689-83.0% |
| Admin fee / account holder | $98 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |