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 | $23,741 | $76,550-69.0% | $123,894-80.8% | $62,881-62.2% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 9.07% | 18.67%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $242 | $2,882-91.6% | $4,617-94.8% | $2,281-89.4% |
| Participant deferral / active EE | $1,414 | $4,840-70.8% | $5,984-76.4% | $3,203-55.8% |
| Admin fee / account holder | $71 | $4,826-98.5% | $8,357-99.1% | $4,296-98.3% |