Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,564 | $129,737-64.1% | $119,126-60.9% | $154,746-69.9% |
| Participation rate | 11.1% | 78.9%-67.7pp | 75.8%-64.6pp | 80.7%-69.6pp |
| Annual return | 23.81% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.5pp |
| Employer contribution / active EE | $700 | $4,375-84.0% | $4,034-82.6% | $4,379-84.0% |
| Participant deferral / active EE | $1,648 | $5,842-71.8% | $5,318-69.0% | $6,730-75.5% |
| Admin fee / account holder | $205 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |