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 | $68,550 | $109,411-37.3% | $89,435-23.4% | $158,982-56.9% |
| Participation rate | 9.5% | 74.3%-64.8pp | 68.0%-58.5pp | 82.0%-72.4pp |
| Annual return | 20.50% | 345.68%-325.2pp | 245.55%-225.1pp | 302.99%-282.5pp |
| Employer contribution / active EE | $226 | $3,173-92.9% | $2,587-91.3% | $4,763-95.3% |
| Participant deferral / active EE | $226 | $4,600-95.1% | $3,890-94.2% | $5,983-96.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |