Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,918 | $147,556-83.8% | $129,031-81.5% | $198,609-88.0% |
| Participation rate | 13.3% | 77.2%-63.9pp | 73.4%-60.0pp | 82.4%-69.0pp |
| Annual return | 19.94% | 37.41%-17.5pp | 34.67%-14.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $300 | $3,645-91.8% | $3,226-90.7% | $5,055-94.1% |
| Participant deferral / active EE | $365 | $5,760-93.7% | $5,217-93.0% | $6,977-94.8% |
| Admin fee / account holder | $127 | $15,467-99.2% | $13,208-99.0% | $19,030-99.3% |