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 | $28,717 | $148,582-80.7% | $135,942-78.9% | $139,456-79.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 17.43% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $927 | $5,245-82.3% | $4,858-80.9% | $4,753-80.5% |
| Participant deferral / active EE | $2,418 | $8,101-70.2% | $7,759-68.8% | $6,711-64.0% |
| Admin fee / account holder | $115 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |