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 | $136,281 | $95,404+42.8% | $113,397+20.2% | $82,637+64.9% |
| Participation rate | 16.2% | 72.8%-56.6pp | 76.5%-60.3pp | 68.1%-51.8pp |
| Annual return | 13.72% | 19.08%-5.4pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $247 | $2,307-89.3% | $2,977-91.7% | $2,552-90.3% |
| Participant deferral / active EE | $841 | $4,220-80.1% | $5,076-83.4% | $4,126-79.6% |
| Admin fee / account holder | $192 | $9,168-97.9% | $11,957-98.4% | $7,339-97.4% |