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 | $29,557 | $165,361-82.1% | $149,715-80.3% | $158,950-81.4% |
| Participation rate | 5.6% | 84.6%-79.0pp | 82.5%-76.9pp | 82.0%-76.4pp |
| Annual return | 9.67% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $233 | $7,182-96.8% | $6,842-96.6% | $5,983-96.1% |
| Admin fee / account holder | $196 | $10,808-98.2% | $9,310-97.9% | $11,248-98.3% |