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 | $32,573 | $202,342-83.9% | $172,752-81.1% | $152,897-78.7% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 20.99% | 1029.83%-1008.8pp | 802.97%-782.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $659 | $5,858-88.8% | $5,144-87.2% | $4,764-86.2% |
| Participant deferral / active EE | $1,187 | $5,948-80.1% | $5,198-77.2% | $5,851-79.7% |
| Admin fee / account holder | $3 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |