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 | $72,694 | $217,432-66.6% | $185,849-60.9% | $167,536-56.6% |
| Participation rate | 18.2% | 86.1%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 15.58% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $124 | $5,875-97.9% | $5,169-97.6% | $4,839-97.4% |
| Participant deferral / active EE | $33 | $6,357-99.5% | $5,569-99.4% | $6,342-99.5% |
| Admin fee / account holder | $115 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |