Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,364 | $93,617-65.4% | $135,982-76.2% | $75,177-56.9% |
| Participation rate | 19.6% | 75.2%-55.6pp | 81.9%-62.4pp | 67.2%-47.6pp |
| Annual return | 26.17% | 30.89%-4.7pp | 68.32%-42.2pp | 160.75%-134.6pp |
| Employer contribution / active EE | $494 | $3,538-86.1% | $4,859-89.8% | $2,671-81.5% |
| Participant deferral / active EE | $1,635 | $6,406-74.5% | $7,760-78.9% | $4,126-60.4% |
| Admin fee / account holder | $236 | $6,980-96.6% | $10,767-97.8% | $5,651-95.8% |