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 | $20,894 | $71,230-70.7% | $93,727-77.7% | $80,959-74.2% |
| Participation rate | 29.6% | 60.4%-30.8pp | 68.7%-39.1pp | 67.7%-38.0pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $73 | $6,961-99.0% | $8,292-99.1% | $6,925-99.0% |