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 | $19,603 | $51,638-62.0% | $68,368-71.3% | $82,448-76.2% |
| Participation rate | 4.9% | 63.6%-58.7pp | 73.8%-68.8pp | 68.1%-63.1pp |
| Annual return | 23.33% | 37.53%-14.2pp | 292.57%-269.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $236 | $2,914-91.9% | $4,123-94.3% | $4,139-94.3% |
| Admin fee / account holder | $114 | $4,643-97.6% | $5,150-97.8% | $7,234-98.4% |