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 | $25,087 | $73,863-66.0% | $143,797-82.6% | $68,490-63.4% |
| Participation rate | 14.1% | 66.7%-52.6pp | 80.3%-66.2pp | 67.9%-53.8pp |
| Annual return | -13.17% | 0.91%-14.1pp | -0.04%-13.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $229 | $3,185-92.8% | $4,952-95.4% | $2,597-91.2% |
| Participant deferral / active EE | $533 | $3,385-84.3% | $5,638-90.6% | $4,028-86.8% |
| Admin fee / account holder | $16 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |