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 | $51,115 | $97,732-47.7% | $83,831-39.0% | $135,380-62.2% |
| Participation rate | 11.1% | 80.0%-68.8pp | 76.1%-65.0pp | 82.6%-71.5pp |
| Annual return | -8.52% | 1287.56%-1296.1pp | 850.99%-859.5pp | 519.81%-528.3pp |
| Employer contribution / active EE | $568 | $4,222-86.5% | $3,631-84.4% | $4,779-88.1% |
| Participant deferral / active EE | $739 | $4,683-84.2% | $4,082-81.9% | $5,609-86.8% |
| Admin fee / account holder | $162 | $6,675-97.6% | $5,479-97.0% | $10,828-98.5% |