Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,378 | $175,231-82.1% | $149,696-79.0% | $139,466-77.5% |
| Participation rate | 17.4% | 83.4%-66.0pp | 78.8%-61.4pp | 80.3%-62.9pp |
| Annual return | 20.47% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $148 | $5,478-97.3% | $4,821-96.9% | $4,754-96.9% |
| Participant deferral / active EE | $1,508 | $6,521-76.9% | $5,682-73.5% | $6,712-77.5% |
| Admin fee / account holder | $94 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |