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 | $49,684 | $162,136-69.4% | $152,301-67.4% | $154,746-67.9% |
| Participation rate | 11.1% | 84.1%-73.0pp | 82.4%-71.3pp | 80.7%-69.6pp |
| Annual return | 24.80% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $511 | $8,341-93.9% | $8,004-93.6% | $6,730-92.4% |
| Admin fee / account holder | $272 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |