Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,131 | $100,811-77.1% | $86,698-73.3% | $134,545-82.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.39% | 29.11%-47.5pp | 35.96%-54.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $622 | $3,490-82.2% | $2,837-78.1% | $4,742-86.9% |
| Participant deferral / active EE | $702 | $5,339-86.9% | $4,656-84.9% | $6,401-89.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |