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 | $41,329 | $208,088-80.1% | $186,193-77.8% | $154,746-73.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 19.51% | 89.97%-70.5pp | 78.03%-58.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $633 | $7,078-91.1% | $6,513-90.3% | $6,730-90.6% |
| Admin fee / account holder | $30 | $11,698-99.7% | $11,058-99.7% | $14,365-99.8% |