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 | $14,958 | $84,236-82.2% | $170,435-91.2% | $70,126-78.7% |
| Participation rate | 11.5% | 70.8%-59.3pp | 83.6%-72.1pp | 69.5%-58.0pp |
| Annual return | 20.46% | 23.06%-2.6pp | 205.94%-185.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $407 | $3,086-86.8% | $4,939-91.8% | $3,332-87.8% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |