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 | $15,752 | $111,787-85.9% | $93,681-83.2% | $145,978-89.2% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 18.32% | 203.52%-185.2pp | 133.47%-115.2pp | 550.52%-532.2pp |
| Employer contribution / active EE | $167 | $3,093-94.6% | $2,422-93.1% | $4,662-96.4% |
| Participant deferral / active EE | $1,040 | $4,918-78.8% | $4,415-76.4% | $6,690-84.5% |
| Admin fee / account holder | $26 | $10,256-99.7% | $8,290-99.7% | $13,400-99.8% |