Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,527 | $65,027+102.3% | $90,970+44.6% | $79,852+64.7% |
| Participation rate | 11.3% | 61.6%-50.4pp | 69.0%-57.8pp | 69.6%-58.4pp |
| Annual return | 18.08% | 30.45%-12.4pp | 134.58%-116.5pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $608 | $2,512-75.8% | $3,373-82.0% | $3,740-83.7% |
| Admin fee / account holder | $289 | $4,535-93.6% | $5,960-95.2% | $5,306-94.6% |