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 | $9,569 | $81,331-88.2% | $155,534-93.8% | $80,935-88.2% |
| Participation rate | 15.7% | 66.3%-50.6pp | 78.2%-62.5pp | 67.7%-52.0pp |
| Annual return | 13.68% | 33.37%-19.7pp | 64.92%-51.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $310 | $3,105-90.0% | $4,675-93.4% | $2,757-88.8% |
| Participant deferral / active EE | $531 | $3,454-84.6% | $5,630-90.6% | $4,299-87.7% |
| Admin fee / account holder | $146 | $7,999-98.2% | $15,900-99.1% | $6,924-97.9% |