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 | $64,465 | $59,804+7.8% | $81,982-21.4% | $79,856-19.3% |
| Participation rate | 22.0% | 61.6%-39.7pp | 69.3%-47.3pp | 69.6%-47.7pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $26 | $2,695-99.0% | $3,722-99.3% | $3,741-99.3% |
| Admin fee / account holder | $229 | $4,288-94.7% | $5,665-96.0% | $5,306-95.7% |