Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,988 | $165,399-81.9% | $149,745-80.0% | $158,982-81.1% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 92.73% | 348.34%-255.6pp | 276.72%-184.0pp | 302.99%-210.3pp |
| Employer contribution / active EE | $462 | $5,105-90.9% | $4,646-90.1% | $4,763-90.3% |
| Participant deferral / active EE | $954 | $7,183-86.7% | $6,843-86.1% | $5,983-84.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |