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 | $42,280 | $110,212-61.6% | $96,534-56.2% | $139,466-69.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 76.0%-46.0pp | 80.3%-50.3pp |
| Annual return | 16.72% | 26.42%-9.7pp | 25.88%-9.2pp | 373.66%-356.9pp |
| Employer contribution / active EE | $706 | $3,620-80.5% | $2,965-76.2% | $4,754-85.1% |
| Participant deferral / active EE | $902 | $5,547-83.7% | $4,851-81.4% | $6,712-86.6% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |