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 | $66,715 | $68,880-3.1% | $120,580-44.7% | $80,959-17.6% |
| Participation rate | 40.9% | 61.7%-20.8pp | 72.0%-31.0pp | 67.7%-26.8pp |
| Annual return | 12.26% | 23.68%-11.4pp | 107.48%-95.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $476 | $2,066-77.0% | $3,469-86.3% | $2,757-82.7% |
| Participant deferral / active EE | $990 | $3,191-69.0% | $4,995-80.2% | $4,300-77.0% |
| Admin fee / account holder | $170 | $5,785-97.1% | $9,418-98.2% | $6,925-97.6% |