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 | $177,472 | $289,211-38.6% | $260,467-31.9% | $198,609-10.6% |
| Participation rate | 44.4% | 83.1%-38.7pp | 80.5%-36.0pp | 82.4%-37.9pp |
| Annual return | 13.09% | 112.90%-99.8pp | 100.60%-87.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,283 | $6,812-81.2% | $6,319-79.7% | $6,977-81.6% |
| Admin fee / account holder | $5 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |