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 | $23,218 | $181,062-87.2% | $158,223-85.3% | $155,188-85.0% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 21.70% | 57.39%-35.7pp | 52.09%-30.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $765 | $4,565-83.2% | $4,109-81.4% | $4,248-82.0% |
| Participant deferral / active EE | $1,065 | $6,134-82.6% | $5,467-80.5% | $6,531-83.7% |
| Admin fee / account holder | $63 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |