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 | $37,324 | $71,192-47.6% | $117,861-68.3% | $62,293-40.1% |
| Participation rate | 6.0% | 74.2%-68.3pp | 79.7%-73.7pp | 69.5%-63.5pp |
| Annual return | 30.82% | 18.66%+12.2pp | 335.11%-304.3pp | 28.90%+1.9pp |
| Employer contribution / active EE | $32 | $1,934-98.3% | $3,786-99.2% | $2,042-98.4% |
| Participant deferral / active EE | $128 | $3,189-96.0% | $4,482-97.1% | $3,169-95.9% |
| Admin fee / account holder | $65 | $587-88.9% | $8,021-99.2% | $479-86.4% |