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 | $25,535 | $76,551-66.6% | $123,894-79.4% | $62,881-59.4% |
| Participation rate | 57.8% | 73.0%-15.2pp | 81.4%-23.6pp | 69.3%-11.5pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $354 | $2,882-87.7% | $4,617-92.3% | $2,281-84.5% |
| Participant deferral / active EE | $1,891 | $4,840-60.9% | $5,984-68.4% | $3,203-41.0% |
| Admin fee / account holder | $134 | $4,826-97.2% | $8,357-98.4% | $4,296-96.9% |