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 | $28,166 | $148,629-81.0% | $135,982-79.3% | $139,487-79.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.33% | 79.33%-63.0pp | 68.32%-52.0pp | 373.84%-357.5pp |
| Employer contribution / active EE | $23 | $5,247-99.6% | $4,859-99.5% | $4,755-99.5% |
| Participant deferral / active EE | $55 | $8,102-99.3% | $7,760-99.3% | $6,713-99.2% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |