Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,667 | $106,247-87.1% | $96,515-85.8% | $139,466-90.2% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.3%-64.8pp | 80.3%-70.8pp |
| Annual return | 22.32% | 38.47%-16.1pp | 35.73%-13.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $90 | $4,106-97.8% | $3,740-97.6% | $4,754-98.1% |
| Participant deferral / active EE | $271 | $5,456-95.0% | $4,880-94.4% | $6,712-96.0% |
| Admin fee / account holder | $57 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |