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 | $8,408 | $51,222-83.6% | $70,544-88.1% | $75,173-88.8% |
| Participation rate | 16.9% | 61.0%-44.0pp | 68.4%-51.4pp | 67.2%-50.3pp |
| Annual return | 148.56% | 30.06%+118.5pp | 32.79%+115.8pp | 160.72%-12.2pp |
| Employer contribution / active EE | $330 | $1,827-81.9% | $2,976-88.9% | $2,671-87.6% |
| Participant deferral / active EE | $497 | $2,850-82.6% | $4,568-89.1% | $4,126-88.0% |
| Admin fee / account holder | $148 | $4,096-96.4% | $6,427-97.7% | $5,651-97.4% |