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 | $26,979 | $85,766-68.5% | $136,298-80.2% | $70,126-61.5% |
| Participation rate | 61.8% | 74.2%-12.3pp | 81.9%-20.1pp | 69.5%-7.7pp |
| Annual return | 18.83% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,022 | $5,051-60.0% | $6,247-67.6% | $3,332-39.3% |
| Admin fee / account holder | $131 | $5,421-97.6% | $9,244-98.6% | $4,645-97.2% |