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 | $30,133 | $78,707-61.7% | $117,861-74.4% | $70,126-57.0% |
| Participation rate | 10.7% | 73.2%-62.5pp | 79.7%-69.0pp | 69.5%-58.8pp |
| Annual return | 15.98% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.2pp |
| Employer contribution / active EE | $240 | $2,223-89.2% | $3,786-93.7% | $2,343-89.8% |
| Participant deferral / active EE | $655 | $3,297-80.1% | $4,482-85.4% | $3,332-80.4% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |