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 | $13,734 | $73,848-81.4% | $143,799-90.4% | $68,486-79.9% |
| Participation rate | 9.3% | 66.7%-57.4pp | 80.3%-71.0pp | 67.9%-58.6pp |
| Annual return | -18.48% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $205 | $3,184-93.6% | $4,952-95.9% | $2,597-92.1% |
| Participant deferral / active EE | $423 | $3,385-87.5% | $5,638-92.5% | $4,028-89.5% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,677-98.3% | $5,404-95.4% |