Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,020 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 18.09% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $242 | $4,636-94.8% | $4,154-94.2% | $4,156-94.2% |
| Participant deferral / active EE | $242 | $6,166-96.1% | $5,453-95.6% | $6,407-96.2% |
| Admin fee / account holder | $117 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |