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 | $109,660 | $71,872+52.6% | $86,691+26.5% | $68,495+60.1% |
| Participation rate | 19.0% | 72.2%-53.2pp | 76.6%-57.5pp | 67.9%-48.8pp |
| Annual return | -18.52% | 3.53%-22.0pp | 35.94%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,236 | $3,779-67.3% | $4,656-73.5% | $4,028-69.3% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |