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 | $31,124 | $176,794-82.4% | $146,647-78.8% | $167,553-81.4% |
| Participation rate | 26.7% | 83.6%-57.0pp | 80.1%-53.4pp | 82.1%-55.4pp |
| Annual return | 10.56% | 24.04%-13.5pp | 22.75%-12.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,303 | $6,440-79.8% | $5,506-76.3% | $6,343-79.5% |
| Admin fee / account holder | $178 | $13,262-98.7% | $10,281-98.3% | $12,316-98.6% |