Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,752 | $160,028-80.8% | $147,080-79.1% | $145,884-78.9% |
| Participation rate | 15.0% | 84.0%-69.0pp | 82.2%-67.2pp | 80.3%-65.3pp |
| Annual return | 11.69% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $210 | $5,286-96.0% | $4,933-95.7% | $4,662-95.5% |
| Participant deferral / active EE | $1,400 | $8,422-83.4% | $8,066-82.6% | $6,690-79.1% |
| Admin fee / account holder | $140 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |