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 | $47,995 | $171,492-72.0% | $150,734-68.2% | $198,609-75.8% |
| Participation rate | 40.0% | 81.4%-41.4pp | 78.4%-38.4pp | 82.4%-42.4pp |
| Annual return | 13.77% | 804.70%-790.9pp | 600.81%-587.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $312 | $6,259-95.0% | $5,610-94.4% | $6,977-95.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |