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 | $117,263 | $42,383+176.7% | $76,518+53.2% | $64,173+82.7% |
| Participation rate | 2.2% | 58.1%-55.9pp | 68.0%-65.8pp | 69.6%-67.3pp |
| Annual return | 0.09% | -16.54%+16.6pp | -0.27%+0.4pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $109 | $2,566-95.7% | $3,836-97.1% | $3,470-96.8% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |