Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,411 | $134,817-34.4% | $123,973-28.7% | $155,188-43.0% |
| Participation rate | 41.7% | 79.4%-37.7pp | 76.7%-35.0pp | 80.8%-39.1pp |
| Annual return | 16.31% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $441 | $4,425-90.0% | $4,126-89.3% | $4,248-89.6% |
| Participant deferral / active EE | $1,194 | $5,706-79.1% | $5,247-77.3% | $6,531-81.7% |
| Admin fee / account holder | $8 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |