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 | $27,458 | $109,905-75.0% | $98,506-72.1% | $167,553-83.6% |
| Participation rate | 23.1% | 75.8%-52.8pp | 73.3%-50.3pp | 82.1%-59.0pp |
| Annual return | 32.46% | 1960.20%-1927.7pp | 1494.92%-1462.5pp | 478.89%-446.4pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $384 | $4,674-91.8% | $4,277-91.0% | $6,343-93.9% |
| Admin fee / account holder | $13 | $6,760-99.8% | $5,955-99.8% | $12,316-99.9% |