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 | $52,983 | $89,364-40.7% | $141,177-62.5% | $72,983-27.4% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.3pp | 69.5%-47.3pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $211 | $3,115-93.2% | $4,736-95.5% | $2,440-91.3% |
| Participant deferral / active EE | $441 | $5,419-91.9% | $6,710-93.4% | $3,608-87.8% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,263-100.0% | $5,124-100.0% |