Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,503 | $106,280-78.8% | $96,538-76.7% | $139,487-83.9% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 2477.61% | 38.48%+2439.1pp | 35.74%+2441.9pp | 373.84%+2103.8pp |
| Employer contribution / active EE | $771 | $4,107-81.2% | $3,740-79.4% | $4,755-83.8% |
| Participant deferral / active EE | $991 | $5,457-81.8% | $4,880-79.7% | $6,713-85.2% |
| Admin fee / account holder | $99 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |