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 | $58,119 | $85,766-32.2% | $136,298-57.4% | $70,126-17.1% |
| Participation rate | 53.4% | 74.2%-20.7pp | 81.9%-28.5pp | 69.5%-16.1pp |
| Annual return | 14.96% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $26 | $2,966-99.1% | $4,696-99.4% | $2,343-98.9% |
| Participant deferral / active EE | $1,445 | $5,051-71.4% | $6,247-76.9% | $3,332-56.6% |
| Admin fee / account holder | $147 | $5,421-97.3% | $9,244-98.4% | $4,645-96.8% |