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 | $30,597 | $85,766-64.3% | $136,298-77.6% | $70,126-56.4% |
| Participation rate | 4.6% | 74.2%-69.5pp | 81.9%-77.3pp | 69.5%-64.9pp |
| Annual return | 17.07% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $71 | $2,966-97.6% | $4,696-98.5% | $2,343-97.0% |
| Participant deferral / active EE | $347 | $5,051-93.1% | $6,247-94.4% | $3,332-89.6% |
| Admin fee / account holder | $143 | $5,421-97.4% | $9,244-98.5% | $4,645-96.9% |