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 | $99,300 | $50,947+94.9% | $74,551+33.2% | $64,173+54.7% |
| Participation rate | 2.8% | 61.1%-58.3pp | 69.1%-66.4pp | 69.6%-66.8pp |
| Annual return | 1.54% | -1.85%+3.4pp | 32.53%-31.0pp | 7.63%-6.1pp |
| Employer contribution / active EE | $39 | $1,115-96.5% | $1,961-98.0% | $2,381-98.3% |
| Participant deferral / active EE | $681 | $2,302-70.4% | $3,108-78.1% | $3,470-80.4% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |