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 | $9,455 | $58,311-83.8% | $81,882-88.5% | $80,959-88.3% |
| Participation rate | 17.7% | 63.5%-45.8pp | 72.4%-54.7pp | 67.7%-49.9pp |
| Annual return | 12.28% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $213 | $2,347-90.9% | $2,916-92.7% | $2,757-92.3% |
| Participant deferral / active EE | $238 | $3,287-92.8% | $4,323-94.5% | $4,300-94.5% |
| Admin fee / account holder | $188 | $4,752-96.1% | $7,360-97.5% | $6,925-97.3% |