Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $145,318 | $106,524+36.4% | $152,301-4.6% | $87,485+66.1% |
| Participation rate | 13.5% | 75.8%-62.2pp | 82.4%-68.9pp | 68.9%-55.4pp |
| Annual return | 17.61% | 26.89%-9.3pp | 80.50%-62.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $539 | $3,371-84.0% | $4,624-88.3% | $2,596-79.2% |
| Participant deferral / active EE | $1,591 | $6,525-75.6% | $8,004-80.1% | $4,274-62.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |