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 | $16,053 | $77,638-79.3% | $156,551-89.7% | $62,881-74.5% |
| Participation rate | 8.6% | 71.2%-62.6pp | 84.0%-75.4pp | 69.3%-60.7pp |
| Annual return | 5.95% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $615 | $3,046-79.8% | $4,871-87.4% | $3,203-80.8% |
| Admin fee / account holder | $28 | $5,561-99.5% | $13,028-99.8% | $4,296-99.4% |