Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,239 | $91,198-73.4% | $178,503-86.4% | $79,856-69.6% |
| Participation rate | 15.4% | 69.2%-53.8pp | 81.9%-66.5pp | 69.6%-54.3pp |
| Annual return | 17.61% | 24.20%-6.6pp | 151.12%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $75 | $3,257-97.7% | $5,011-98.5% | $2,471-97.0% |
| Participant deferral / active EE | $157 | $3,237-95.1% | $5,202-97.0% | $3,741-95.8% |
| Admin fee / account holder | $55 | $6,748-99.2% | $13,987-99.6% | $5,306-99.0% |