Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,037 | $160,040-79.4% | $147,096-77.5% | $145,877-77.4% |
| Participation rate | 15.4% | 84.0%-68.6pp | 82.2%-66.8pp | 80.3%-64.9pp |
| Annual return | 24.48% | 98.49%-74.0pp | 419.75%-395.3pp | 551.28%-526.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $767 | $8,429-90.9% | $8,071-90.5% | $6,691-88.5% |
| Admin fee / account holder | $12 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |