Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $95,343 | $61,787+54.3% | $97,197-1.9% | $80,925+17.8% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.7%-54.5pp | 67.7%-49.5pp |
| Annual return | 90.25% | -558.16%+648.4pp | 75.47%+14.8pp | 35.65%+54.6pp |
| Employer contribution / active EE | $320 | $1,836-82.5% | $2,723-88.2% | $2,756-88.4% |
| Participant deferral / active EE | $717 | $3,027-76.3% | $4,263-83.2% | $4,299-83.3% |
| Admin fee / account holder | $131 | $5,170-97.5% | $5,637-97.7% | $6,940-98.1% |