Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,908 | $111,814-90.2% | $103,374-89.4% | $145,959-92.5% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 13.73% | 24.77%-11.0pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $833 | $4,214-80.2% | $3,869-78.5% | $4,661-82.1% |
| Participant deferral / active EE | $917 | $5,618-83.7% | $5,058-81.9% | $6,689-86.3% |
| Admin fee / account holder | $56 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |