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 | $31,787 | $97,020-67.2% | $83,327-61.9% | $135,380-76.5% |
| Participation rate | 36.4% | 80.4%-44.0pp | 77.8%-41.4pp | 82.6%-46.3pp |
| Annual return | -8.72% | 12.31%-21.0pp | 10.64%-19.4pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $958 | $5,964-83.9% | $5,565-82.8% | $5,609-82.9% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |