Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,265 | $156,398-89.0% | $147,318-88.3% | $138,895-87.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.54% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $576 | $4,853-88.1% | $4,593-87.5% | $4,194-86.3% |
| Participant deferral / active EE | $1,962 | $8,237-76.2% | $7,906-75.2% | $6,396-69.3% |
| Admin fee / account holder | $50 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |