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 | $20,426 | $45,050-54.7% | $63,018-67.6% | $70,126-70.9% |
| Participation rate | 6.9% | 69.5%-62.6pp | 74.8%-67.9pp | 69.5%-62.6pp |
| Annual return | 16.00% | 18.76%-2.8pp | 87.62%-71.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $173 | $2,466-93.0% | $3,330-94.8% | $3,332-94.8% |
| Admin fee / account holder | $3 | $2,834-99.9% | $3,601-99.9% | $4,645-99.9% |