Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,976 | $148,629-82.5% | $135,982-80.9% | $139,487-81.4% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 20.01% | 79.33%-59.3pp | 68.32%-48.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $605 | $5,247-88.5% | $4,859-87.6% | $4,755-87.3% |
| Participant deferral / active EE | $1,353 | $8,102-83.3% | $7,760-82.6% | $6,713-79.8% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |