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 | $40,182 | $91,198-55.9% | $178,503-77.5% | $79,856-49.7% |
| Participation rate | 21.9% | 69.2%-47.3pp | 81.9%-60.0pp | 69.6%-47.7pp |
| Annual return | 19.58% | 24.20%-4.6pp | 151.12%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $146 | $3,257-95.5% | $5,011-97.1% | $2,471-94.1% |
| Participant deferral / active EE | $334 | $3,237-89.7% | $5,202-93.6% | $3,741-91.1% |
| Admin fee / account holder | $259 | $6,748-96.2% | $13,987-98.2% | $5,306-95.1% |