Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,529 | $81,446-61.3% | $103,374-69.5% | $80,874-61.0% |
| Participation rate | 18.8% | 66.9%-48.1pp | 74.5%-55.8pp | 67.6%-48.9pp |
| Annual return | 13.16% | 25.57%-12.4pp | 24.89%-11.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $534 | $3,107-82.8% | $3,869-86.2% | $2,756-80.6% |
| Participant deferral / active EE | $1,586 | $3,870-59.0% | $5,058-68.6% | $4,297-63.1% |
| Admin fee / account holder | $204 | $6,715-97.0% | $8,394-97.6% | $6,935-97.1% |