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 | $84,788 | $174,379-51.4% | $152,093-44.3% | $138,895-39.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 12.49% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $517 | $4,652-88.9% | $4,175-87.6% | $4,194-87.7% |
| Participant deferral / active EE | $517 | $6,159-91.6% | $5,451-90.5% | $6,396-91.9% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |