Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,985 | $63,773-42.0% | $81,286-54.5% | $80,925-54.3% |
| Participation rate | 1.2% | 63.9%-62.7pp | 69.5%-68.3pp | 67.7%-66.5pp |
| Annual return | 30.42% | 16.37%+14.0pp | 24.80%+5.6pp | 35.65%-5.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $25 | $3,093-99.2% | $3,883-99.4% | $4,299-99.4% |
| Admin fee / account holder | $6 | $5,682-99.9% | $5,764-99.9% | $6,940-99.9% |