Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,526 | $57,352-64.2% | $83,831-75.5% | $64,173-68.0% |
| Participation rate | 7.8% | 68.6%-60.8pp | 76.1%-68.3pp | 69.6%-61.7pp |
| Annual return | 11.53% | 11.38%+0.1pp | 850.99%-839.5pp | 7.63%+3.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $992 | $2,993-66.8% | $4,082-75.7% | $3,470-71.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |