Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,353 | $72,607-40.3% | $90,259-52.0% | $87,485-50.4% |
| Participation rate | 7.1% | 64.8%-57.7pp | 70.7%-63.6pp | 68.9%-61.8pp |
| Annual return | 17.15% | 18.59%-1.4pp | 18.88%-1.7pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $199 | $3,055-93.5% | $3,827-94.8% | $4,274-95.3% |
| Admin fee / account holder | $0 | $5,947-100.0% | $7,267-100.0% | $7,775-100.0% |