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 | $4,564 | $88,778-94.9% | $81,844-94.4% | $145,884-96.9% |
| Participation rate | 7.7% | 75.1%-67.4pp | 72.4%-64.7pp | 80.3%-72.6pp |
| Annual return | 11.43% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $51 | $4,648-98.9% | $4,323-98.8% | $6,690-99.2% |
| Admin fee / account holder | $22 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |