Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,160 | $181,898-77.9% | $156,552-74.3% | $273,970-85.3% |
| Participation rate | 23.8% | 88.4%-64.6pp | 84.0%-60.2pp | 83.0%-59.2pp |
| Annual return | 3.78% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $984 | $5,550-82.3% | $4,871-79.8% | $5,287-81.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,132-100.0% |