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 | $38,808 | $108,897-64.4% | $100,378-61.3% | $145,877-73.4% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 10.32% | 58.17%-47.9pp | 49.41%-39.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $272 | $4,420-93.8% | $3,942-93.1% | $4,663-94.2% |
| Participant deferral / active EE | $2,144 | $8,455-74.6% | $8,087-73.5% | $6,691-68.0% |
| Admin fee / account holder | $179 | $9,690-98.2% | $7,899-97.7% | $13,402-98.7% |