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 | $23,739 | $76,551-69.0% | $123,894-80.8% | $62,881-62.2% |
| Participation rate | 42.4% | 73.0%-30.6pp | 81.4%-39.0pp | 69.3%-26.9pp |
| Annual return | 14.90% | 18.68%-3.8pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $398 | $2,882-86.2% | $4,617-91.4% | $2,281-82.6% |
| Participant deferral / active EE | $817 | $4,840-83.1% | $5,984-86.3% | $3,203-74.5% |
| Admin fee / account holder | $105 | $4,826-97.8% | $8,357-98.7% | $4,296-97.5% |