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 | $28,868 | $106,005-72.8% | $92,239-68.7% | $147,585-80.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 15.06% | 50.05%-35.0pp | 176.29%-161.2pp | 578.58%-563.5pp |
| Employer contribution / active EE | $399 | $4,333-90.8% | $3,680-89.2% | $4,876-91.8% |
| Participant deferral / active EE | $1,085 | $4,478-75.8% | $3,897-72.1% | $5,439-80.0% |
| Admin fee / account holder | $214 | $6,333-96.6% | $5,194-95.9% | $10,886-98.0% |