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 | $100,677 | $69,977+43.9% | $108,582-7.3% | $62,881+60.1% |
| Participation rate | 41.0% | 72.9%-31.9pp | 79.6%-38.5pp | 69.3%-28.3pp |
| Annual return | 8.82% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $982 | $3,165-69.0% | $4,311-77.2% | $3,203-69.3% |
| Admin fee / account holder | $25 | $5,076-99.5% | $7,645-99.7% | $4,296-99.4% |