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 | $15,991 | $77,638-79.4% | $156,551-89.8% | $62,881-74.6% |
| Participation rate | 9.5% | 71.2%-61.7pp | 84.0%-74.5pp | 69.3%-59.8pp |
| Annual return | 17.82% | 50.33%-32.5pp | 32.23%-14.4pp | 20.14%-2.3pp |
| Employer contribution / active EE | $186 | $3,444-94.6% | $5,501-96.6% | $2,281-91.9% |
| Participant deferral / active EE | $736 | $3,046-75.8% | $4,871-84.9% | $3,203-77.0% |
| Admin fee / account holder | $147 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |