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 | $74,002 | $150,447-50.8% | $136,298-45.7% | $147,586-49.9% |
| Participation rate | 26.3% | 84.4%-58.1pp | 81.9%-55.6pp | 82.8%-56.5pp |
| Annual return | 20.52% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $482 | $5,256-90.8% | $4,696-89.7% | $4,876-90.1% |
| Participant deferral / active EE | $963 | $6,631-85.5% | $6,247-84.6% | $5,439-82.3% |
| Admin fee / account holder | $146 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |