Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,092 | $180,459-70.6% | $154,108-65.5% | $135,380-60.8% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -6.64% | 888.21%-894.9pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $544 | $6,035-91.0% | $5,298-89.7% | $4,779-88.6% |
| Participant deferral / active EE | $1,970 | $5,806-66.1% | $5,081-61.2% | $5,609-64.9% |
| Admin fee / account holder | $175 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |