Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,320 | $107,368-74.6% | $92,915-70.6% | $152,909-82.1% |
| Participation rate | 23.1% | 79.8%-56.7pp | 76.0%-52.9pp | 82.5%-59.4pp |
| Annual return | 85.69% | 145.64%-60.0pp | 109.45%-23.8pp | 345.46%-259.8pp |
| Employer contribution / active EE | $379 | $4,222-91.0% | $3,653-89.6% | $4,764-92.0% |
| Participant deferral / active EE | $616 | $4,848-87.3% | $4,238-85.5% | $5,851-89.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |