Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,271 | $75,962-68.0% | $154,111-84.3% | $64,173-62.2% |
| Participation rate | 4.8% | 70.4%-65.6pp | 83.0%-78.2pp | 69.6%-64.8pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $74 | $3,350-97.8% | $5,298-98.6% | $2,381-96.9% |
| Participant deferral / active EE | $630 | $3,175-80.2% | $5,081-87.6% | $3,470-81.9% |
| Admin fee / account holder | $4 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |