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 | $54,690 | $71,230-23.2% | $93,727-41.6% | $80,959-32.4% |
| Participation rate | 17.9% | 60.4%-42.5pp | 68.7%-50.9pp | 67.7%-49.8pp |
| Annual return | 22.73% | 11.26%+11.5pp | 133.83%-111.1pp | 35.67%-12.9pp |
| Employer contribution / active EE | $319 | $1,565-79.6% | $2,421-86.8% | $2,757-88.4% |
| Participant deferral / active EE | $747 | $4,037-81.5% | $4,417-83.1% | $4,300-82.6% |
| Admin fee / account holder | $40 | $6,961-99.4% | $8,292-99.5% | $6,925-99.4% |