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 | $58,833 | $72,177-18.5% | $115,038-48.9% | $59,633-1.3% |
| Participation rate | 11.5% | 72.6%-61.0pp | 81.4%-69.8pp | 68.7%-57.1pp |
| Annual return | 1.94% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $112 | $2,841-96.1% | $4,608-97.6% | $2,203-94.9% |
| Participant deferral / active EE | $120 | $4,783-97.5% | $6,026-98.0% | $3,192-96.2% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |