Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,997 | $85,171-48.3% | $172,752-74.5% | $72,975-39.7% |
| Participation rate | 10.9% | 70.1%-59.2pp | 82.6%-71.8pp | 69.5%-58.6pp |
| Annual return | 20.20% | 27.32%-7.1pp | 802.97%-782.8pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $446 | $3,260-86.3% | $5,198-91.4% | $3,608-87.6% |
| Admin fee / account holder | $134 | $5,880-97.7% | $13,955-99.0% | $5,124-97.4% |