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 | $15,519 | $154,228-89.9% | $145,433-89.3% | $137,256-88.7% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 80.0%-36.5pp |
| Annual return | 30.61% | 74.59%-44.0pp | 66.58%-36.0pp | 220.34%-189.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,356 | $8,216-83.5% | $7,897-82.8% | $6,407-78.8% |
| Admin fee / account holder | $242 | $14,344-98.3% | $13,129-98.2% | $12,270-98.0% |