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 | $22,188 | $85,171-73.9% | $172,753-87.2% | $72,976-69.6% |
| Participation rate | 2.6% | 70.1%-67.5pp | 82.6%-80.1pp | 69.5%-66.9pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $5 | $3,324-99.9% | $5,144-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $564 | $3,260-82.7% | $5,198-89.1% | $3,608-84.4% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |