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 | $19,034 | $75,959-74.9% | $154,114-87.6% | $64,181-70.3% |
| Participation rate | 23.9% | 70.4%-46.5pp | 83.0%-59.1pp | 69.6%-45.7pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.16%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $384 | $3,350-88.5% | $5,298-92.8% | $2,381-83.9% |
| Participant deferral / active EE | $589 | $3,175-81.5% | $5,081-88.4% | $3,470-83.0% |
| Admin fee / account holder | $204 | $5,589-96.3% | $13,411-98.5% | $4,887-95.8% |