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 | $39,297 | $52,519-25.2% | $155,789-74.8% | $59,633-34.1% |
| Participation rate | 12.5% | 61.7%-49.2pp | 76.1%-63.6pp | 68.7%-56.2pp |
| Annual return | -1.75% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $851 | $3,084-72.4% | $4,798-82.3% | $3,192-73.3% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |