Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,417 | $149,778-68.3% | $118,946-60.1% | $158,950-70.2% |
| Participation rate | 30.4% | 82.1%-51.7pp | 75.4%-45.0pp | 82.0%-51.5pp |
| Annual return | 18.09% | 19.95%-1.9pp | 35.89%-17.8pp | 302.91%-284.8pp |
| Employer contribution / active EE | $558 | $4,117-86.5% | $3,263-82.9% | $4,762-88.3% |
| Participant deferral / active EE | $889 | $5,225-83.0% | $4,266-79.2% | $5,983-85.1% |
| Admin fee / account holder | $104 | $8,604-98.8% | $6,581-98.4% | $11,248-99.1% |