Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,738 | $175,257-81.9% | $149,717-78.8% | $139,456-77.2% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 20.49% | 166.70%-146.2pp | 134.41%-113.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $253 | $5,477-95.4% | $4,820-94.8% | $4,753-94.7% |
| Participant deferral / active EE | $1,607 | $6,521-75.4% | $5,682-71.7% | $6,711-76.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |