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 | $52,610 | $72,177-27.1% | $115,038-54.3% | $59,633-11.8% |
| Participation rate | 4.9% | 72.6%-67.7pp | 81.4%-76.5pp | 68.7%-63.8pp |
| Annual return | -0.99% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $117 | $2,841-95.9% | $4,608-97.5% | $2,203-94.7% |
| Participant deferral / active EE | $878 | $4,783-81.6% | $6,026-85.4% | $3,192-72.5% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |