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 | $67,228 | $99,345-32.3% | $84,753-20.7% | $273,972-75.5% |
| Participation rate | 52.6% | 80.7%-28.1pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.3pp |
| Employer contribution / active EE | $158 | $4,214-96.3% | $3,574-95.6% | $4,869-96.8% |
| Participant deferral / active EE | $1,011 | $4,270-76.3% | $3,712-72.8% | $5,287-80.9% |
| Admin fee / account holder | $41 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |