Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,348 | $180,459-73.8% | $154,108-69.3% | $135,380-65.0% |
| Participation rate | 60.9% | 87.4%-26.6pp | 83.0%-22.2pp | 82.6%-21.8pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $403 | $6,035-93.3% | $5,298-92.4% | $4,779-91.6% |
| Participant deferral / active EE | $1,872 | $5,806-67.8% | $5,081-63.1% | $5,609-66.6% |
| Admin fee / account holder | $262 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |