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 | $61,524 | $124,425-50.6% | $112,040-45.1% | $137,256-55.2% |
| Participation rate | 30.4% | 79.3%-48.9pp | 76.5%-46.1pp | 80.0%-49.5pp |
| Annual return | 18.34% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $768 | $3,411-77.5% | $2,954-74.0% | $4,156-81.5% |
| Participant deferral / active EE | $1,242 | $5,718-78.3% | $5,098-75.6% | $6,407-80.6% |
| Admin fee / account holder | $17 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |