Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $220,221 | $77,896+182.7% | $134,172+64.1% | $82,448+167.1% |
| Participation rate | 9.7% | 62.8%-53.1pp | 72.5%-62.8pp | 68.1%-58.4pp |
| Annual return | 18.87% | 18.21%+0.7pp | 25.30%-6.4pp | 41.64%-22.8pp |
| Employer contribution / active EE | $485 | $2,159-77.6% | $3,420-85.8% | $2,551-81.0% |
| Participant deferral / active EE | $485 | $3,162-84.7% | $4,690-89.7% | $4,139-88.3% |
| Admin fee / account holder | $0 | $6,336-100.0% | $12,016-100.0% | $7,234-100.0% |