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 | $143,911 | $65,367+120.2% | $92,915+54.9% | $72,976+97.2% |
| Participation rate | 11.1% | 68.3%-57.2pp | 76.0%-64.9pp | 69.5%-58.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $469 | $2,594-81.9% | $3,653-87.2% | $2,440-80.8% |
| Participant deferral / active EE | $1,112 | $3,128-64.4% | $4,238-73.8% | $3,608-69.2% |
| Admin fee / account holder | $108 | $4,251-97.5% | $5,796-98.1% | $5,124-97.9% |