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 | $25,349 | $166,242-84.8% | $165,071-84.6% | $145,884-82.6% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.6%-43.3pp | 80.3%-45.0pp |
| Annual return | 10.40% | 100.44%-90.0pp | 70.17%-59.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,800 | $6,964-74.1% | $6,035-70.2% | $6,690-73.1% |
| Admin fee / account holder | $8 | $16,658-100.0% | $12,695-99.9% | $13,392-99.9% |