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 | $55,572 | $50,666+9.7% | $76,667-27.5% | $65,186-14.7% |
| Participation rate | 12.9% | 68.8%-55.9pp | 72.1%-59.2pp | 70.2%-57.3pp |
| Annual return | 23.71% | 28.51%-4.8pp | 1166.74%-1143.0pp | 29.39%-5.7pp |
| Employer contribution / active EE | $369 | $1,575-76.6% | $2,303-84.0% | $2,177-83.0% |
| Participant deferral / active EE | $1,230 | $2,647-53.5% | $3,336-63.1% | $3,514-65.0% |
| Admin fee / account holder | $115 | $463-75.1% | $6,423-98.2% | $847-86.4% |