Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,855 | $90,614-80.3% | $76,089-76.5% | $145,877-87.8% |
| Participation rate | 21.7% | 74.5%-52.8pp | 69.1%-47.3pp | 80.3%-58.6pp |
| Annual return | 14.22% | 623.80%-609.6pp | 360.94%-346.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $406 | $3,324-87.8% | $2,690-84.9% | $4,663-91.3% |
| Participant deferral / active EE | $599 | $5,168-88.4% | $4,259-85.9% | $6,691-91.0% |
| Admin fee / account holder | $20 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |