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 | $56,332 | $107,363-47.5% | $92,909-39.4% | $152,897-63.2% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 24.85% | 145.63%-120.8pp | 109.44%-84.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $548 | $4,222-87.0% | $3,653-85.0% | $4,764-88.5% |
| Participant deferral / active EE | $719 | $4,848-85.2% | $4,238-83.0% | $5,851-87.7% |
| Admin fee / account holder | $74 | $7,082-99.0% | $5,795-98.7% | $11,599-99.4% |