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 | $190,936 | $123,155+55.0% | $108,753+75.6% | $155,188+23.0% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | 17.89% | 44.73%-26.8pp | 37.47%-19.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $433 | $4,623-90.6% | $4,115-89.5% | $6,531-93.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |