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 | $141,353 | $181,062-21.9% | $158,223-10.7% | $155,188-8.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 15.30% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $494 | $4,565-89.2% | $4,109-88.0% | $4,248-88.4% |
| Participant deferral / active EE | $1,371 | $6,134-77.6% | $5,467-74.9% | $6,531-79.0% |
| Admin fee / account holder | $48 | $18,825-99.7% | $16,047-99.7% | $14,480-99.7% |