Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,859 | $182,442-93.5% | $163,379-92.7% | $138,895-91.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 13.76% | 72.74%-59.0pp | 63.41%-49.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $399 | $4,159-90.4% | $3,752-89.4% | $4,194-90.5% |
| Participant deferral / active EE | $798 | $6,817-88.3% | $6,282-87.3% | $6,396-87.5% |
| Admin fee / account holder | $76 | $10,396-99.3% | $9,818-99.2% | $12,562-99.4% |