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 | $21,102 | $160,070-86.8% | $147,117-85.7% | $145,897-85.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 25.08% | 98.69%-73.6pp | 420.54%-395.5pp | 552.29%-527.2pp |
| Employer contribution / active EE | $652 | $5,285-87.7% | $4,932-86.8% | $4,663-86.0% |
| Participant deferral / active EE | $2,315 | $8,419-72.5% | $8,065-71.3% | $6,689-65.4% |
| Admin fee / account holder | $58 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |