Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,026 | $51,631-20.5% | $129,397-68.3% | $80,925-49.3% |
| Participation rate | 19.2% | 56.9%-37.7pp | 69.6%-50.4pp | 67.7%-48.4pp |
| Annual return | 11.63% | 20.77%-9.1pp | 9453.98%-9442.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $169 | $1,583-89.3% | $4,154-95.9% | $2,756-93.9% |
| Participant deferral / active EE | $449 | $2,670-83.2% | $4,167-89.2% | $4,299-89.6% |
| Admin fee / account holder | $0 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |