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 | $179,724 | $176,105+2.1% | $159,474+12.7% | $167,536+7.3% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 13.86% | 331.91%-318.1pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $791 | $5,299-85.1% | $4,831-83.6% | $4,839-83.7% |
| Participant deferral / active EE | $1,650 | $7,751-78.7% | $7,353-77.6% | $6,342-74.0% |
| Admin fee / account holder | $40 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |