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 | $19,997 | $48,364-58.7% | $71,796-72.1% | $62,881-68.2% |
| Participation rate | 12.5% | 60.6%-48.1pp | 69.1%-56.6pp | 69.3%-56.8pp |
| Annual return | 7.21% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $327 | $2,091-84.4% | $2,794-88.3% | $3,203-89.8% |
| Admin fee / account holder | $221 | $3,771-94.2% | $4,815-95.4% | $4,296-94.9% |