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 | $74,712 | $105,856-29.4% | $90,161-17.1% | $147,586-49.4% |
| Participation rate | 47.4% | 79.7%-32.4pp | 76.9%-29.5pp | 82.8%-35.5pp |
| Annual return | 15.62% | 37.63%-22.0pp | 34.89%-19.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $166 | $4,126-96.0% | $3,318-95.0% | $4,876-96.6% |
| Participant deferral / active EE | $1,507 | $5,733-73.7% | $5,287-71.5% | $5,439-72.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |