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 | $78,821 | $157,304-49.9% | $141,197-44.2% | $152,909-48.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 35.76% | 64.34%-28.6pp | 71.41%-35.6pp | 345.46%-309.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $52 | $7,111-99.3% | $6,710-99.2% | $5,851-99.1% |
| Admin fee / account holder | -$7,590 | $12,126-162.6% | $10,265-173.9% | $11,601-165.4% |