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 | $24,078 | $46,534-48.3% | $64,097-62.4% | $75,177-68.0% |
| Participation rate | 12.8% | 65.9%-53.1pp | 72.3%-59.5pp | 67.2%-54.4pp |
| Annual return | 17.05% | 26.07%-9.0pp | 33.75%-16.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $666 | $2,835-76.5% | $3,881-82.8% | $4,126-83.9% |
| Admin fee / account holder | $123 | $2,957-95.9% | $3,070-96.0% | $5,651-97.8% |