Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,212 | $39,132-56.0% | $57,196-69.9% | $62,881-72.6% |
| Participation rate | 23.1% | 70.5%-47.4pp | 75.3%-52.3pp | 69.3%-46.2pp |
| Annual return | 4.42% | 9.24%-4.8pp | 14.59%-10.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $437 | $2,374-81.6% | $3,096-85.9% | $3,203-86.4% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |