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 | $35,122 | $165,399-78.8% | $149,745-76.5% | $158,982-77.9% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 17.91% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $614 | $5,105-88.0% | $4,646-86.8% | $4,763-87.1% |
| Participant deferral / active EE | $920 | $7,183-87.2% | $6,843-86.6% | $5,983-84.6% |
| Admin fee / account holder | $291 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |