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 | $50,847 | $212,777-76.1% | $173,703-70.7% | $198,609-74.4% |
| Participation rate | 22.2% | 81.1%-58.8pp | 75.9%-53.7pp | 82.4%-60.2pp |
| Annual return | 17.18% | 18.82%-1.6pp | 17.46%-0.3pp | 202.70%-185.5pp |
| Employer contribution / active EE | $397 | $5,214-92.4% | $4,288-90.7% | $5,055-92.2% |
| Participant deferral / active EE | $1,191 | $5,697-79.1% | $4,854-75.5% | $6,977-82.9% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |