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 | $66,682 | $171,492-61.1% | $150,734-55.8% | $198,609-66.4% |
| Participation rate | 40.0% | 81.4%-41.4pp | 78.4%-38.4pp | 82.4%-42.4pp |
| Annual return | 20.71% | 804.70%-784.0pp | 600.81%-580.1pp | 202.70%-182.0pp |
| Employer contribution / active EE | $735 | $5,470-86.6% | $4,918-85.1% | $5,055-85.5% |
| Participant deferral / active EE | $1,528 | $6,259-75.6% | $5,610-72.8% | $6,977-78.1% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |