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 | $28,634 | $95,979-70.2% | $74,551-61.6% | $135,380-78.8% |
| Participation rate | 6.7% | 75.7%-69.0pp | 69.1%-62.5pp | 82.6%-76.0pp |
| Annual return | -5.60% | 56.97%-62.6pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $114 | $2,716-95.8% | $1,961-94.2% | $4,779-97.6% |
| Participant deferral / active EE | $114 | $3,844-97.0% | $3,108-96.3% | $5,609-98.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |