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 | $84,640 | $76,551+10.6% | $123,894-31.7% | $62,881+34.6% |
| Participation rate | 9.5% | 73.0%-63.5pp | 81.4%-71.9pp | 69.3%-59.8pp |
| Annual return | 6.34% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $221 | $2,882-92.3% | $4,617-95.2% | $2,281-90.3% |
| Participant deferral / active EE | $827 | $4,840-82.9% | $5,984-86.2% | $3,203-74.2% |
| Admin fee / account holder | $129 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |