Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $83,653 | $72,426+15.5% | $67,560+23.8% | $145,897-42.7% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 12.57% | 7226.78%-7214.2pp | 3533.50%-3520.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $500 | $4,785-89.6% | $4,004-87.5% | $6,689-92.5% |
| Admin fee / account holder | $20 | $5,514-99.6% | $3,994-99.5% | $13,390-99.9% |