Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,944 | $76,407-79.1% | $150,298-89.4% | $82,448-80.7% |
| Participation rate | 15.3% | 66.4%-51.1pp | 77.8%-62.5pp | 68.1%-52.8pp |
| Annual return | 16.33% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $11 | $2,614-99.6% | $4,154-99.7% | $2,551-99.6% |
| Participant deferral / active EE | $461 | $3,214-85.7% | $5,453-91.6% | $4,139-88.9% |
| Admin fee / account holder | $172 | $6,352-97.3% | $14,116-98.8% | $7,234-97.6% |