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 | $38,709 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.96% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $624 | $4,804-87.0% | $4,554-86.3% | $4,156-85.0% |
| Participant deferral / active EE | $1,040 | $8,216-87.3% | $7,897-86.8% | $6,407-83.8% |
| Admin fee / account holder | $197 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |