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 | $17,592 | $46,877-62.5% | $122,354-85.6% | $70,126-74.9% |
| Participation rate | 56.6% | 58.2%-1.6pp | 71.6%-15.0pp | 69.5%-12.9pp |
| Annual return | 14.67% | 24.22%-9.6pp | 30.28%-15.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $134 | $1,288-89.6% | $4,051-96.7% | $2,343-94.3% |
| Participant deferral / active EE | $769 | $2,167-64.5% | $3,287-76.6% | $3,332-76.9% |
| Admin fee / account holder | $32 | $3,324-99.0% | $5,479-99.4% | $4,645-99.3% |