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 | $20,494 | $49,249-58.4% | $70,476-70.9% | $79,852-74.3% |
| Participation rate | 13.9% | 69.2%-55.3pp | 75.1%-61.2pp | 69.6%-55.7pp |
| Annual return | 16.77% | 30.09%-13.3pp | 109.12%-92.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $336 | $2,769-87.9% | $3,710-91.0% | $3,740-91.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |