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 | $18,211 | $63,355-71.3% | $91,994-80.2% | $72,983-75.0% |
| Participation rate | 18.0% | 72.5%-54.5pp | 78.6%-60.6pp | 69.5%-51.5pp |
| Annual return | 46.16% | 35.35%+10.8pp | 69.03%-22.9pp | 81.01%-34.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,975 | $4,883-59.6% | $5,923-66.7% | $3,608-45.3% |
| Admin fee / account holder | $102 | $4,668-97.8% | $7,743-98.7% | $5,124-98.0% |