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 | $14,014 | $47,944-70.8% | $67,834-79.3% | $62,881-77.7% |
| Participation rate | 41.3% | 61.1%-19.8pp | 68.8%-27.5pp | 69.3%-28.0pp |
| Annual return | 7.61% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $83 | $1,562-94.7% | $2,403-96.5% | $2,281-96.3% |
| Participant deferral / active EE | $748 | $2,247-66.7% | $3,160-76.3% | $3,203-76.7% |
| Admin fee / account holder | $41 | $3,712-98.9% | $4,622-99.1% | $4,296-99.0% |