Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,080 | $174,379-89.1% | $152,093-87.5% | $138,895-86.3% |
| Participation rate | 11.1% | 81.6%-70.5pp | 77.8%-66.7pp | 79.9%-68.8pp |
| Annual return | 18.57% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $662 | $6,159-89.3% | $5,451-87.9% | $6,396-89.7% |
| Admin fee / account holder | $7 | $16,880-100.0% | $14,497-100.0% | $12,562-99.9% |