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 | $18,934 | $45,152-58.1% | $73,836-74.4% | $59,633-68.2% |
| Participation rate | 39.5% | 64.0%-24.5pp | 73.4%-34.0pp | 68.7%-29.2pp |
| Annual return | 1.00% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $329 | $2,573-87.2% | $3,583-90.8% | $3,192-89.7% |
| Admin fee / account holder | $124 | $3,515-96.5% | $4,882-97.5% | $4,297-97.1% |