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 | $126,254 | $98,760+27.8% | $149,715-15.7% | $79,858+58.1% |
| Participation rate | 26.1% | 75.8%-49.6pp | 82.5%-56.3pp | 69.6%-43.5pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.66%-262.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15 | $6,053-99.7% | $9,310-99.8% | $5,306-99.7% |