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 | $52,350 | $88,672-41.0% | $105,223-50.2% | $82,448-36.5% |
| Participation rate | 10.3% | 67.9%-57.7pp | 75.0%-64.8pp | 68.1%-57.8pp |
| Annual return | 15.97% | 30.86%-14.9pp | 180.65%-164.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $191 | $3,048-93.7% | $3,689-94.8% | $2,551-92.5% |
| Participant deferral / active EE | $321 | $4,036-92.0% | $5,072-93.7% | $4,139-92.2% |
| Admin fee / account holder | $69 | $7,146-99.0% | $8,859-99.2% | $7,234-99.1% |