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 | $77,568 | $77,816-0.3% | $123,552-37.2% | $64,173+20.9% |
| Participation rate | 28.0% | 74.7%-46.7pp | 82.3%-54.3pp | 69.6%-41.6pp |
| Annual return | -6.85% | 12.49%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $326 | $3,014-89.2% | $4,628-93.0% | $2,381-86.3% |
| Participant deferral / active EE | $928 | $5,240-82.3% | $6,426-85.6% | $3,470-73.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |