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 | $14,105 | $73,848-80.9% | $143,799-90.2% | $68,486-79.4% |
| Participation rate | 11.6% | 66.7%-55.0pp | 80.3%-68.7pp | 67.9%-56.3pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $184 | $3,184-94.2% | $4,952-96.3% | $2,597-92.9% |
| Participant deferral / active EE | $227 | $3,385-93.3% | $5,638-96.0% | $4,028-94.4% |
| Admin fee / account holder | $70 | $5,755-98.8% | $14,677-99.5% | $5,404-98.7% |