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 | $46,006 | $196,972-76.6% | $182,262-74.8% | $198,609-76.8% |
| Participation rate | 36.4% | 85.7%-49.3pp | 84.2%-47.9pp | 82.4%-46.0pp |
| Annual return | 15.14% | 158.27%-143.1pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $972 | $5,364-81.9% | $5,046-80.7% | $5,055-80.8% |
| Participant deferral / active EE | $1,991 | $8,643-77.0% | $8,276-75.9% | $6,977-71.5% |
| Admin fee / account holder | $1 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |