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 | $22,300 | $190,916-88.3% | $160,037-86.1% | $134,545-83.4% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.0%-66.9pp | 81.2%-70.1pp |
| Annual return | -16.28% | 552.79%-569.1pp | 408.95%-425.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $155 | $6,925-97.8% | $6,184-97.5% | $6,401-97.6% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |