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 | $32,554 | $77,638-58.1% | $156,551-79.2% | $62,881-48.2% |
| Participation rate | 9.3% | 71.2%-61.9pp | 84.0%-74.7pp | 69.3%-60.0pp |
| Annual return | 10.00% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $243 | $3,444-92.9% | $5,501-95.6% | $2,281-89.3% |
| Participant deferral / active EE | $387 | $3,046-87.3% | $4,871-92.1% | $3,203-87.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |