Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $33,825 | $183,627-81.6% | $155,602-78.3% | $145,978-76.8% |
| Participation rate | 17.4% | 82.7%-65.3pp | 78.2%-60.8pp | 80.3%-62.9pp |
| Annual return | 22.52% | 61.32%-38.8pp | 64.81%-42.3pp | 550.52%-528.0pp |
| Employer contribution / active EE | $359 | $5,316-93.2% | $4,675-92.3% | $4,662-92.3% |
| Participant deferral / active EE | $1,621 | $6,466-74.9% | $5,629-71.2% | $6,690-75.8% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |