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 | $23,491 | $102,938-77.2% | $94,105-75.0% | $138,895-83.1% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 14.55% | 250.28%-235.7pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $244 | $6,600-96.3% | $6,199-96.1% | $12,562-98.1% |