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 | $30,583 | $157,276-80.6% | $141,177-78.3% | $152,885-80.0% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.5%-55.8pp |
| Annual return | 19.96% | 64.33%-44.4pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,648 | $7,110-76.8% | $6,710-75.4% | $5,851-71.8% |
| Admin fee / account holder | $216 | $12,123-98.2% | $10,263-97.9% | $11,598-98.1% |