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 | $56,230 | $112,112-49.8% | $95,956-41.4% | $158,950-64.6% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | 17.55% | 171.15%-153.6pp | 91.63%-74.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $253 | $3,199-92.1% | $2,541-90.1% | $4,762-94.7% |
| Participant deferral / active EE | $632 | $4,784-86.8% | $4,167-84.8% | $5,983-89.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |