Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,684 | $154,228-67.8% | $145,433-65.8% | $137,256-63.8% |
| Participation rate | 11.1% | 83.8%-72.7pp | 82.1%-71.0pp | 80.0%-68.8pp |
| Annual return | 24.80% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $511 | $8,216-93.8% | $7,897-93.5% | $6,407-92.0% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |