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 | $26,933 | $52,580-48.8% | $71,671-62.4% | $70,124-61.6% |
| Participation rate | 14.3% | 60.9%-46.6pp | 68.7%-54.5pp | 69.5%-55.3pp |
| Annual return | 14.22% | 20.25%-6.0pp | 20.65%-6.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $775 | $2,386-67.5% | $3,438-77.5% | $3,332-76.7% |
| Admin fee / account holder | $294 | $3,653-91.9% | $5,558-94.7% | $4,645-93.7% |