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 | $11,859 | $180,749-93.4% | $160,784-92.6% | $137,256-91.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.76% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $399 | $4,155-90.4% | $3,733-89.3% | $4,156-90.4% |
| Participant deferral / active EE | $798 | $6,844-88.3% | $6,293-87.3% | $6,407-87.6% |
| Admin fee / account holder | $76 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |