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 | $18,044 | $107,363-83.2% | $92,909-80.6% | $152,897-88.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 18.43% | 145.63%-127.2pp | 109.44%-91.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $331 | $4,222-92.2% | $3,653-90.9% | $4,764-93.1% |
| Participant deferral / active EE | $411 | $4,848-91.5% | $4,238-90.3% | $5,851-93.0% |
| Admin fee / account holder | $181 | $7,082-97.4% | $5,795-96.9% | $11,599-98.4% |