Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,883 | $81,358-85.4% | $155,556-92.4% | $80,959-85.3% |
| Participation rate | 18.9% | 66.3%-47.3pp | 78.2%-59.3pp | 67.7%-48.7pp |
| Annual return | 15.68% | 33.39%-17.7pp | 64.84%-49.2pp | 35.67%-20.0pp |
| Employer contribution / active EE | $223 | $3,106-92.8% | $4,675-95.2% | $2,757-91.9% |
| Participant deferral / active EE | $888 | $3,455-74.3% | $5,631-84.2% | $4,300-79.4% |
| Admin fee / account holder | $18 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |