Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,338 | $180,749-94.3% | $160,784-93.6% | $137,256-92.5% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.0%-58.2pp | 80.0%-61.2pp |
| Annual return | 14.65% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $185 | $6,844-97.3% | $6,293-97.1% | $6,407-97.1% |
| Admin fee / account holder | $145 | $10,397-98.6% | $9,717-98.5% | $12,270-98.8% |