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 | $23,720 | $117,895-79.9% | $102,460-76.8% | $145,897-83.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 11.69% | 31.92%-20.2pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $297 | $3,619-91.8% | $3,025-90.2% | $4,663-93.6% |
| Participant deferral / active EE | $706 | $5,736-87.7% | $5,056-86.0% | $6,689-89.4% |
| Admin fee / account holder | $275 | $13,353-97.9% | $9,460-97.1% | $13,390-97.9% |