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 | $17,975 | $36,002-50.1% | $161,489-88.9% | $64,728-72.2% |
| Participation rate | 3.0% | 57.4%-54.4pp | 78.7%-75.7pp | 57.9%-54.9pp |
| Annual return | 18.09% | 33.93%-15.8pp | 89.72%-71.6pp | 49.38%-31.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $213 | $1,815-88.3% | $5,630-96.2% | $2,729-92.2% |
| Admin fee / account holder | $167 | $931-82.1% | $16,006-99.0% | $1,145-85.4% |