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 | $29,844 | $49,896-40.2% | $80,627-63.0% | $75,173-60.3% |
| Participation rate | 24.6% | 55.3%-30.7pp | 67.0%-42.4pp | 67.2%-42.6pp |
| Annual return | 14.67% | 34.67%-20.0pp | 936.76%-922.1pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $83 | $3,578-97.7% | $5,381-98.5% | $5,651-98.5% |