Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,313 | $160,040-83.6% | $147,096-82.1% | $145,877-82.0% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 11.40% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.9pp |
| Employer contribution / active EE | $188 | $5,289-96.5% | $4,936-96.2% | $4,663-96.0% |
| Participant deferral / active EE | $375 | $8,429-95.5% | $8,071-95.4% | $6,691-94.4% |
| Admin fee / account holder | $220 | $15,050-98.5% | $13,005-98.3% | $13,402-98.4% |