Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,774 | $85,024-86.2% | $70,544-83.3% | $139,466-91.6% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.4%-48.4pp | 80.3%-60.3pp |
| Annual return | 16.16% | 30.39%-14.2pp | 32.79%-16.6pp | 373.66%-357.5pp |
| Employer contribution / active EE | $266 | $3,912-93.2% | $2,976-91.0% | $4,754-94.4% |
| Participant deferral / active EE | $592 | $5,891-90.0% | $4,568-87.0% | $6,712-91.2% |
| Admin fee / account holder | -$278 | $8,928-103.1% | $6,427-104.3% | $11,409-102.4% |