Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,940 | $154,228-87.7% | $145,433-87.0% | $137,256-86.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 19.60% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $547 | $4,804-88.6% | $4,554-88.0% | $4,156-86.8% |
| Participant deferral / active EE | $1,220 | $8,216-85.1% | $7,897-84.5% | $6,407-81.0% |
| Admin fee / account holder | $183 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |