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 | $27,688 | $71,197-61.1% | $93,669-70.4% | $80,925-65.8% |
| Participation rate | 13.7% | 60.4%-46.7pp | 68.7%-55.0pp | 67.7%-54.0pp |
| Annual return | 14.65% | 11.27%+3.4pp | 133.59%-118.9pp | 35.65%-21.0pp |
| Employer contribution / active EE | $223 | $1,565-85.8% | $2,424-90.8% | $2,756-91.9% |
| Participant deferral / active EE | $318 | $4,036-92.1% | $4,416-92.8% | $4,299-92.6% |
| Admin fee / account holder | $256 | $6,959-96.3% | $8,291-96.9% | $6,940-96.3% |