Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,448 | $160,070-88.5% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.94% | 98.69%-87.7pp | 420.54%-409.6pp | 552.29%-541.3pp |
| Employer contribution / active EE | $602 | $5,285-88.6% | $4,932-87.8% | $4,663-87.1% |
| Participant deferral / active EE | $2,190 | $8,419-74.0% | $8,065-72.8% | $6,689-67.3% |
| Admin fee / account holder | $210 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |