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 | $63,623 | $67,411-5.6% | $91,004-30.1% | $70,126-9.3% |
| Participation rate | 26.1% | 71.4%-45.2pp | 75.6%-49.5pp | 69.5%-43.4pp |
| Annual return | 16.99% | -40.16%+57.2pp | 4.60%+12.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $729 | $2,823-74.2% | $3,548-79.5% | $3,332-78.1% |
| Admin fee / account holder | $222 | $4,236-94.8% | $5,417-95.9% | $4,645-95.2% |