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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,011 | $82,314-86.6% | $68,808-84.0% | $134,532-91.8% |
| Participation rate | 47.1% | 75.1%-28.0pp | 69.0%-22.0pp | 81.2%-34.2pp |
| Annual return | -16.53% | -2.18%-14.4pp | -6.37%-10.2pp | 418.27%-434.8pp |
| Employer contribution / active EE | $608 | $3,301-81.6% | $2,656-77.1% | $4,741-87.2% |
| Participant deferral / active EE | $709 | $4,740-85.0% | $3,942-82.0% | $6,401-88.9% |
| Admin fee / account holder | $238 | $6,484-96.3% | $4,936-95.2% | $11,429-97.9% |