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 | $15,414 | $114,093-86.5% | $96,171-84.0% | $167,536-90.8% |
| Participation rate | 38.5% | 75.1%-36.6pp | 68.4%-30.0pp | 82.1%-43.7pp |
| Annual return | 9.21% | 190.00%-180.8pp | 192.04%-182.8pp | 478.82%-469.6pp |
| Employer contribution / active EE | $288 | $3,429-91.6% | $2,799-89.7% | $4,839-94.0% |
| Participant deferral / active EE | $838 | $5,197-83.9% | $4,350-80.7% | $6,342-86.8% |
| Admin fee / account holder | $114 | $6,899-98.4% | $5,538-97.9% | $12,315-99.1% |