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 | $30,007 | $144,130-79.2% | $117,861-74.5% | $147,586-79.7% |
| Participation rate | 18.2% | 83.4%-65.2pp | 79.7%-61.5pp | 82.8%-64.6pp |
| Annual return | 16.30% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,219 | $5,316-77.1% | $4,482-72.8% | $5,439-77.6% |
| Admin fee / account holder | $12 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |