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 | $61,831 | $104,937-41.1% | $84,628-26.9% | $152,897-59.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 11.71% | 373.88%-362.2pp | 258.80%-247.1pp | 345.43%-333.7pp |
| Employer contribution / active EE | $132 | $3,303-96.0% | $2,653-95.0% | $4,764-97.2% |
| Participant deferral / active EE | $225 | $4,690-95.2% | $3,900-94.2% | $5,851-96.2% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |