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 | $35,173 | $75,183-53.2% | $123,894-71.6% | $55,167-36.2% |
| Participation rate | 3.4% | 72.8%-69.4pp | 81.4%-78.0pp | 69.0%-65.6pp |
| Annual return | 12.54% | 19.01%-6.5pp | 47.52%-35.0pp | 169.23%-156.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $566 | $5,084-88.9% | $5,984-90.5% | $3,054-81.5% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |