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 | $19,315 | $162,136-88.1% | $152,301-87.3% | $154,746-87.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 21.38% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $808 | $4,890-83.5% | $4,624-82.5% | $4,379-81.5% |
| Participant deferral / active EE | $2,289 | $8,341-72.6% | $8,004-71.4% | $6,730-66.0% |
| Admin fee / account holder | $191 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |