Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,652 | $68,852-67.1% | $120,524-81.2% | $80,925-72.0% |
| Participation rate | 16.7% | 61.6%-45.0pp | 71.9%-55.3pp | 67.7%-51.0pp |
| Annual return | 12.38% | 23.67%-11.3pp | 107.36%-95.0pp | 35.65%-23.3pp |
| Employer contribution / active EE | $492 | $2,063-76.1% | $3,469-85.8% | $2,756-82.1% |
| Participant deferral / active EE | $913 | $3,187-71.4% | $4,994-81.7% | $4,299-78.8% |
| Admin fee / account holder | $284 | $5,781-95.1% | $9,440-97.0% | $6,940-95.9% |