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 | $109,786 | $162,785-32.6% | $133,959-18.0% | $158,950-30.9% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 18.29% | 41.94%-23.6pp | 45.09%-26.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $649 | $4,975-87.0% | $3,919-83.4% | $4,762-86.4% |
| Participant deferral / active EE | $721 | $5,910-87.8% | $5,047-85.7% | $5,983-88.0% |
| Admin fee / account holder | $78 | $11,738-99.3% | $8,928-99.1% | $11,248-99.3% |