Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,348 | $73,848-84.6% | $143,799-92.1% | $68,486-83.4% |
| Participation rate | 19.4% | 66.7%-47.3pp | 80.3%-60.9pp | 67.9%-48.5pp |
| Annual return | -17.51% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $512 | $3,385-84.9% | $5,638-90.9% | $4,028-87.3% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |