Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,200 | $117,846-63.3% | $102,434-57.8% | $145,884-70.4% |
| Participation rate | 9.5% | 78.6%-69.1pp | 76.5%-67.0pp | 80.3%-70.8pp |
| Annual return | 18.96% | 31.90%-12.9pp | 29.46%-10.5pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $463 | $5,733-91.9% | $5,055-90.8% | $6,690-93.1% |
| Admin fee / account holder | $259 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |