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 | $34,047 | $112,131-69.6% | $95,964-64.5% | $158,982-78.6% |
| Participation rate | 17.6% | 79.0%-61.3pp | 77.1%-59.4pp | 82.0%-64.3pp |
| Annual return | 14.88% | 171.19%-156.3pp | 91.64%-76.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $317 | $4,784-93.4% | $4,167-92.4% | $5,983-94.7% |
| Admin fee / account holder | $78 | $10,136-99.2% | $6,797-98.8% | $11,252-99.3% |