Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,991 | $64,920-70.7% | $103,693-81.7% | $86,983-78.2% |
| Participation rate | 10.4% | 63.6%-53.2pp | 72.6%-62.3pp | 69.5%-59.2pp |
| Annual return | 16.46% | 30.29%-13.8pp | 47.61%-31.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $404 | $3,241-87.5% | $4,579-91.2% | $4,194-90.4% |
| Admin fee / account holder | $213 | $6,191-96.6% | $7,858-97.3% | $7,856-97.3% |