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 | $12,920 | $75,962-83.0% | $154,108-91.6% | $64,173-79.9% |
| Participation rate | 5.6% | 70.4%-64.9pp | 83.0%-77.5pp | 69.6%-64.0pp |
| Annual return | -6.49% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $240 | $3,175-92.4% | $5,081-95.3% | $3,470-93.1% |
| Admin fee / account holder | $78 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |