Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,611 | $156,616-79.2% | $133,346-75.5% | $198,609-83.6% |
| Participation rate | 18.8% | 77.7%-59.0pp | 72.8%-54.1pp | 82.4%-63.6pp |
| Annual return | 21.09% | 44.25%-23.2pp | 36.85%-15.8pp | 202.70%-181.6pp |
| Employer contribution / active EE | $372 | $3,368-89.0% | $2,853-87.0% | $5,055-92.6% |
| Participant deferral / active EE | $568 | $4,920-88.4% | $4,332-86.9% | $6,977-91.9% |
| Admin fee / account holder | $20 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |