Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,532 | $117,829-55.4% | $102,423-48.7% | $145,877-64.0% |
| Participation rate | 23.1% | 78.6%-55.5pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 14.62% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,741 | $5,732-69.6% | $5,054-65.6% | $6,691-74.0% |
| Admin fee / account holder | $175 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |