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 | $31,865 | $107,941-70.5% | $91,994-65.4% | $152,909-79.2% |
| Participation rate | 11.1% | 81.2%-70.1pp | 78.6%-67.5pp | 82.5%-71.3pp |
| Annual return | 21.85% | 89.28%-67.4pp | 69.04%-47.2pp | 345.46%-323.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $278 | $6,366-95.6% | $5,924-95.3% | $5,851-95.3% |
| Admin fee / account holder | $171 | $10,521-98.4% | $7,744-97.8% | $11,601-98.5% |