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 | $23,642 | $45,109-47.6% | $85,240-72.3% | $77,762-69.6% |
| Participation rate | 6.7% | 48.7%-42.0pp | 67.5%-60.9pp | 70.6%-63.9pp |
| Annual return | 12.55% | 79.55%-67.0pp | 66.75%-54.2pp | 31.27%-18.7pp |
| Employer contribution / active EE | $94 | $1,602-94.1% | $2,735-96.6% | $2,728-96.5% |
| Participant deferral / active EE | $231 | $2,814-91.8% | $4,527-94.9% | $4,651-95.0% |
| Admin fee / account holder | $141 | $915-84.5% | $6,165-97.7% | $433-67.3% |