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 | $45,769 | $142,409-67.9% | $119,634-61.7% | $134,545-66.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -18.65% | -12.46%-6.2pp | -14.98%-3.7pp | 418.37%-437.0pp |
| Employer contribution / active EE | $480 | $5,224-90.8% | $4,232-88.7% | $4,742-89.9% |
| Participant deferral / active EE | $585 | $6,468-91.0% | $5,601-89.6% | $6,401-90.9% |
| Admin fee / account holder | $110 | $13,594-99.2% | $10,329-98.9% | $11,431-99.0% |