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 | $36,361 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 22.7% | 82.5%-59.7pp | 78.7%-56.0pp | 80.7%-58.0pp |
| Annual return | 10.61% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $596 | $6,350-90.6% | $5,630-89.4% | $6,730-91.1% |
| Admin fee / account holder | $10 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |