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 | $35,836 | $48,274-25.8% | $63,244-43.3% | $59,633-39.9% |
| Participation rate | 1.4% | 66.3%-64.9pp | 71.0%-69.6pp | 68.7%-67.3pp |
| Annual return | -0.05% | -240.79%+240.7pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $10 | $1,586-99.4% | $2,322-99.6% | $2,203-99.5% |
| Participant deferral / active EE | $58 | $2,343-97.5% | $2,953-98.0% | $3,192-98.2% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |