Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,612 | $49,239-29.7% | $70,462-50.9% | $79,858-56.7% |
| Participation rate | 19.1% | 69.2%-50.1pp | 75.1%-55.9pp | 69.6%-50.5pp |
| Annual return | 6.56% | 30.08%-23.5pp | 109.08%-102.5pp | 31.72%-25.2pp |
| Employer contribution / active EE | $95 | $2,100-95.5% | $2,737-96.5% | $2,471-96.1% |
| Participant deferral / active EE | $754 | $2,769-72.8% | $3,710-79.7% | $3,740-79.8% |
| Admin fee / account holder | $228 | $2,876-92.1% | $3,845-94.1% | $5,306-95.7% |