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 | $26,411 | $106,918-75.3% | $84,021-68.6% | $152,897-82.7% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 9.60% | 105.01%-95.4pp | 71.32%-61.7pp | 345.43%-335.8pp |
| Employer contribution / active EE | $103 | $2,735-96.2% | $1,984-94.8% | $4,764-97.8% |
| Participant deferral / active EE | $103 | $4,012-97.4% | $3,239-96.8% | $5,851-98.2% |
| Admin fee / account holder | $80 | $8,288-99.0% | $6,102-98.7% | $11,599-99.3% |