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 | $27,650 | $78,015-64.6% | $178,505-84.5% | $80,959-65.8% |
| Participation rate | 24.1% | 65.7%-41.5pp | 77.1%-53.0pp | 67.7%-43.5pp |
| Annual return | 14.39% | 18.10%-3.7pp | 27.16%-12.8pp | 35.67%-21.3pp |
| Employer contribution / active EE | $95 | $2,281-95.8% | $3,955-97.6% | $2,757-96.5% |
| Participant deferral / active EE | $969 | $4,406-78.0% | $6,280-84.6% | $4,300-77.5% |
| Admin fee / account holder | $113 | $7,160-98.4% | $10,428-98.9% | $6,925-98.4% |