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 | $78,953 | $101,752-22.4% | $164,928-52.1% | $80,911-2.4% |
| Participation rate | 19.0% | 71.8%-52.8pp | 78.6%-59.6pp | 67.6%-48.6pp |
| Annual return | 17.28% | 16.73%+0.5pp | 70.08%-52.8pp | 35.63%-18.4pp |
| Employer contribution / active EE | $142 | $2,953-95.2% | $4,343-96.7% | $2,756-94.9% |
| Participant deferral / active EE | $644 | $4,477-85.6% | $6,034-89.3% | $4,297-85.0% |
| Admin fee / account holder | $77 | $8,218-99.1% | $12,684-99.4% | $6,935-98.9% |