Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,080 | $124,980-81.5% | $108,359-78.7% | $154,746-85.1% |
| Participation rate | 34.8% | 75.2%-40.4pp | 70.1%-35.3pp | 80.7%-45.9pp |
| Annual return | 20.03% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,230 | $4,743-74.1% | $4,137-70.3% | $6,730-81.7% |
| Admin fee / account holder | $18 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |