Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,458 | $174,379-90.0% | $152,093-88.5% | $138,895-87.4% |
| Participation rate | 17.4% | 81.6%-64.2pp | 77.8%-60.4pp | 79.9%-62.5pp |
| Annual return | 20.40% | 74.86%-54.5pp | 66.36%-46.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,288 | $6,159-79.1% | $5,451-76.4% | $6,396-79.9% |
| Admin fee / account holder | $149 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |