Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,343 | $172,111-70.2% | $150,298-65.8% | $137,256-62.6% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $293 | $4,636-93.7% | $4,154-92.9% | $4,156-92.9% |
| Participant deferral / active EE | $733 | $6,166-88.1% | $5,453-86.6% | $6,407-88.6% |
| Admin fee / account holder | $281 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |