Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,308 | $105,284-38.9% | $150,734-57.3% | $94,015-31.6% |
| Participation rate | 16.0% | 71.7%-55.7pp | 78.4%-62.4pp | 70.8%-54.8pp |
| Annual return | 18.63% | 15.67%+3.0pp | 600.81%-582.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $367 | $3,599-89.8% | $4,918-92.5% | $2,790-86.8% |
| Participant deferral / active EE | $367 | $4,274-91.4% | $5,610-93.5% | $4,249-91.4% |
| Admin fee / account holder | $20 | $9,839-99.8% | $14,905-99.9% | $8,951-99.8% |