Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,417 | $30,437-75.6% | $56,033-86.8% | $74,459-90.0% |
| Participation rate | 1.5% | 32.9%-31.4pp | 52.5%-51.0pp | 67.2%-65.7pp |
| Annual return | 24.92% | 24.96%0pp | 1711.38%-1686.5pp | 1369.70%-1344.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $75 | $1,176-93.7% | $1,954-96.2% | $4,350-98.3% |
| Admin fee / account holder | $34 | $2,363-98.5% | $2,827-98.8% | $1,945-98.2% |