Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,767 | $48,053-71.4% | $84,628-83.7% | $72,975-81.1% |
| Participation rate | 12.1% | 57.6%-45.5pp | 68.2%-56.1pp | 69.5%-57.4pp |
| Annual return | 29.66% | 37.39%-7.7pp | 258.80%-229.1pp | 81.01%-51.3pp |
| Employer contribution / active EE | $182 | $1,602-88.6% | $2,653-93.1% | $2,440-92.5% |
| Participant deferral / active EE | $644 | $2,681-76.0% | $3,900-83.5% | $3,608-82.2% |
| Admin fee / account holder | $248 | $3,395-92.7% | $4,914-95.0% | $5,124-95.2% |