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 | $34,065 | $83,485-59.2% | $125,192-72.8% | $72,975-53.3% |
| Participation rate | 15.6% | 73.3%-57.7pp | 79.8%-64.2pp | 69.5%-53.9pp |
| Annual return | 19.34% | 25.77%-6.4pp | 43.79%-24.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $390 | $2,346-83.4% | $3,866-89.9% | $2,440-84.0% |
| Participant deferral / active EE | $778 | $3,586-78.3% | $4,937-84.2% | $3,608-78.4% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |