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 | $19,336 | $57,312-66.3% | $86,617-77.7% | $75,181-74.3% |
| Participation rate | 34.0% | 63.2%-29.2pp | 71.7%-37.7pp | 67.2%-33.2pp |
| Annual return | 15.34% | 2672.78%-2657.4pp | 591.91%-576.6pp | 160.69%-145.3pp |
| Employer contribution / active EE | $117 | $2,315-94.9% | $3,023-96.1% | $2,671-95.6% |
| Participant deferral / active EE | $408 | $3,319-87.7% | $4,437-90.8% | $4,126-90.1% |
| Admin fee / account holder | $23 | $4,114-99.4% | $5,613-99.6% | $5,650-99.6% |