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 | $33,542 | $140,592-76.1% | $123,105-72.8% | $125,389-73.2% |
| Participation rate | 16.7% | 88.2%-71.5pp | 86.8%-70.1pp | 83.2%-66.5pp |
| Annual return | 2.27% | 16.80%-14.5pp | 13.22%-10.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $552 | $6,980-92.1% | $6,229-91.1% | $5,352-89.7% |
| Admin fee / account holder | $10 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |