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 | $20,625 | $49,199-58.1% | $121,204-83.0% | $75,173-72.6% |
| Participation rate | 35.1% | 55.4%-20.3pp | 69.5%-34.4pp | 67.2%-32.1pp |
| Annual return | 14.75% | 56.04%-41.3pp | 987.18%-972.4pp | 160.72%-146.0pp |
| Employer contribution / active EE | $224 | $1,547-85.5% | $4,170-94.6% | $2,671-91.6% |
| Participant deferral / active EE | $566 | $2,630-78.5% | $4,083-86.1% | $4,126-86.3% |
| Admin fee / account holder | $254 | $3,946-93.6% | $5,651-95.5% | $5,651-95.5% |