Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,378 | $135,645-65.1% | $110,243-57.0% | $135,379-65.0% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.8%-57.6pp | 82.6%-60.4pp |
| Annual return | -4.45% | 513.24%-517.7pp | 314.76%-319.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $420 | $4,907-91.4% | $3,827-89.0% | $4,779-91.2% |
| Participant deferral / active EE | $468 | $5,507-91.5% | $4,672-90.0% | $5,609-91.7% |
| Admin fee / account holder | $23 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |