Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,982 | $166,131-76.5% | $164,975-76.4% | $145,877-73.3% |
| Participation rate | 31.8% | 82.0%-50.2pp | 78.6%-46.8pp | 80.3%-48.5pp |
| Annual return | 9.43% | 100.37%-90.9pp | 70.12%-60.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,362 | $6,962-80.4% | $6,033-77.4% | $6,691-79.6% |
| Admin fee / account holder | $34 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |