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 | $95,573 | $46,689+104.7% | $117,498-18.7% | $68,495+39.5% |
| Participation rate | 10.1% | 56.8%-46.6pp | 70.6%-60.5pp | 67.9%-57.7pp |
| Annual return | -17.32% | -14.52%-2.8pp | 29.75%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $273 | $1,505-81.9% | $4,178-93.5% | $2,596-89.5% |
| Participant deferral / active EE | $543 | $2,637-79.4% | $4,071-86.7% | $4,028-86.5% |
| Admin fee / account holder | $3 | $4,021-99.9% | $5,646-99.9% | $5,403-99.9% |