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 | $0 | $51,184-100.0% | $66,439-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.5%-74.5pp | 69.5%-69.5pp |
| Annual return | 13.15% | 17.07%-3.9pp | 757.66%-744.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $843 | $2,927-71.2% | $3,876-78.3% | $4,194-79.9% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |