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 | $18,157 | $138,102-86.9% | $125,381-85.5% | $134,532-86.5% |
| Participation rate | 7.7% | 84.5%-76.8pp | 82.4%-74.7pp | 81.2%-73.5pp |
| Annual return | -19.79% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $432 | $7,801-94.5% | $7,448-94.2% | $6,401-93.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |