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 | $30,932 | $48,364-36.0% | $71,796-56.9% | $62,881-50.8% |
| Participation rate | 24.1% | 60.6%-36.5pp | 69.1%-45.0pp | 69.3%-45.2pp |
| Annual return | 8.46% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $567 | $2,091-72.9% | $2,794-79.7% | $3,203-82.3% |
| Admin fee / account holder | $15 | $3,771-99.6% | $4,815-99.7% | $4,296-99.7% |