Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,617 | $148,623-75.4% | $135,974-73.1% | $139,466-73.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.17% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.5pp |
| Employer contribution / active EE | $938 | $5,246-82.1% | $4,859-80.7% | $4,754-80.3% |
| Participant deferral / active EE | $1,500 | $8,103-81.5% | $7,760-80.7% | $6,712-77.7% |
| Admin fee / account holder | $52 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |