Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,719 | $172,111-86.2% | $150,298-84.2% | $137,256-82.7% |
| Participation rate | 14.3% | 81.7%-67.4pp | 77.8%-63.5pp | 80.0%-65.7pp |
| Annual return | 18.21% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3 | $4,636-99.9% | $4,154-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $907 | $6,166-85.3% | $5,453-83.4% | $6,407-85.8% |
| Admin fee / account holder | $264 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |