Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,171 | $96,419-87.4% | $80,648-84.9% | $139,487-91.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.79% | 1352.86%-1333.1pp | 937.21%-917.4pp | 373.84%-354.0pp |
| Employer contribution / active EE | $366 | $3,261-88.8% | $2,724-86.6% | $4,755-92.3% |
| Participant deferral / active EE | $833 | $5,225-84.1% | $4,443-81.2% | $6,713-87.6% |
| Admin fee / account holder | $80 | $6,605-98.8% | $5,382-98.5% | $11,407-99.3% |