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 | $48,399 | $110,248-56.1% | $95,728-49.4% | $139,456-65.3% |
| Participation rate | 36.4% | 75.7%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 17.46% | 27.16%-9.7pp | 28.40%-10.9pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $569 | $4,675-87.8% | $4,245-86.6% | $6,711-91.5% |
| Admin fee / account holder | $152 | $6,607-97.7% | $5,673-97.3% | $11,407-98.7% |