Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,318 | $57,590-69.9% | $86,233-79.9% | $82,448-79.0% |
| Participation rate | 12.7% | 57.9%-45.2pp | 69.0%-56.3pp | 68.1%-55.4pp |
| Annual return | 23.88% | 22.41%+1.5pp | 61.39%-37.5pp | 41.64%-17.8pp |
| Employer contribution / active EE | $145 | $1,655-91.2% | $2,504-94.2% | $2,551-94.3% |
| Participant deferral / active EE | $700 | $3,080-77.3% | $4,559-84.7% | $4,139-83.1% |
| Admin fee / account holder | $106 | $4,730-97.8% | $8,342-98.7% | $7,234-98.5% |