Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,319 | $181,062-78.8% | $158,223-75.8% | $155,188-75.3% |
| Participation rate | 11.1% | 82.7%-71.5pp | 79.2%-68.1pp | 80.8%-69.7pp |
| Annual return | 18.35% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,239 | $6,134-79.8% | $5,467-77.3% | $6,531-81.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |