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 | $21,412 | $87,166-75.4% | $76,735-72.1% | $137,256-84.4% |
| Participation rate | 18.2% | 74.4%-56.2pp | 69.5%-51.3pp | 80.0%-61.8pp |
| Annual return | 17.26% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $165 | $2,904-94.3% | $2,454-93.3% | $4,156-96.0% |
| Participant deferral / active EE | $200 | $4,726-95.8% | $4,088-95.1% | $6,407-96.9% |
| Admin fee / account holder | $155 | $8,403-98.2% | $7,189-97.9% | $12,270-98.7% |