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 | $54,095 | $92,743-41.7% | $82,744-34.6% | $134,532-59.8% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -11.10% | 946.63%-957.7pp | 702.22%-713.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $555 | $4,802-88.5% | $4,395-87.4% | $6,401-91.3% |
| Admin fee / account holder | $5 | $5,977-99.9% | $5,325-99.9% | $11,429-100.0% |