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 | $99,940 | $82,674+20.9% | $125,381-20.3% | $68,486+45.9% |
| Participation rate | 6.5% | 75.1%-68.6pp | 82.4%-75.9pp | 67.9%-61.4pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.31%-583.0pp | -7.85%-2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $461 | $6,111-92.5% | $7,448-93.8% | $4,028-88.5% |
| Admin fee / account holder | $207 | $6,277-96.7% | $10,007-97.9% | $5,404-96.2% |