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 | $129,818 | $105,158+23.5% | $94,672+37.1% | $139,487-6.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 16.03% | 38.11%-22.1pp | 156.89%-140.9pp | 373.84%-357.8pp |
| Employer contribution / active EE | $285 | $4,107-93.1% | $3,673-92.2% | $4,755-94.0% |
| Participant deferral / active EE | $2,172 | $7,599-71.4% | $7,417-70.7% | $6,713-67.6% |
| Admin fee / account holder | $115 | $8,972-98.7% | $7,222-98.4% | $11,407-99.0% |