Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,927 | $172,111-91.9% | $150,298-90.7% | $137,256-89.9% |
| Participation rate | 23.8% | 81.7%-57.9pp | 77.8%-54.0pp | 80.0%-56.2pp |
| Annual return | 14.56% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $379 | $4,636-91.8% | $4,154-90.9% | $4,156-90.9% |
| Participant deferral / active EE | $863 | $6,166-86.0% | $5,453-84.2% | $6,407-86.5% |
| Admin fee / account holder | $8 | $16,471-100.0% | $14,116-99.9% | $12,270-99.9% |