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 | $35,787 | $53,128-32.6% | $86,582-58.7% | $70,126-49.0% |
| Participation rate | 21.7% | 65.3%-43.6pp | 73.5%-51.9pp | 69.5%-47.9pp |
| Annual return | 14.65% | 27.66%-13.0pp | 965.08%-950.4pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $56 | $2,695-97.9% | $3,609-98.4% | $3,332-98.3% |
| Admin fee / account holder | $174 | $3,584-95.1% | $4,904-96.4% | $4,645-96.2% |