Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,500 | $64,729-62.1% | $112,263-78.2% | $68,490-64.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -16.55% | -11.40%-5.2pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $619 | $2,746-77.5% | $3,636-83.0% | $2,597-76.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $178 | $5,222-96.6% | $6,410-97.2% | $5,403-96.7% |