Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,003 | $65,041+13.8% | $90,965-18.6% | $79,858-7.3% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.0%-44.0pp | 69.6%-44.6pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.57%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $124 | $1,247-90.1% | $2,122-94.2% | $2,471-95.0% |
| Participant deferral / active EE | $605 | $2,512-75.9% | $3,373-82.1% | $3,740-83.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |