Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,517 | $61,815-58.7% | $97,295-73.8% | $80,959-68.5% |
| Participation rate | 11.5% | 63.5%-51.9pp | 72.7%-61.1pp | 67.7%-56.1pp |
| Annual return | 10.62% | -558.73%+569.4pp | 75.62%-65.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $91 | $1,836-95.0% | $2,723-96.7% | $2,757-96.7% |
| Participant deferral / active EE | $777 | $3,027-74.3% | $4,264-81.8% | $4,300-81.9% |
| Admin fee / account holder | $208 | $5,166-96.0% | $5,646-96.3% | $6,925-97.0% |