Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,768 | $141,004-86.7% | $112,273-83.3% | $139,466-86.5% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 26.60% | 32.75%-6.2pp | 30.23%-3.6pp | 373.66%-347.1pp |
| Employer contribution / active EE | $633 | $4,285-85.2% | $3,431-81.6% | $4,754-86.7% |
| Participant deferral / active EE | $1,182 | $5,878-79.9% | $4,800-75.4% | $6,712-82.4% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,409-99.8% |