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 | $8,166 | $88,710-90.8% | $81,783-90.0% | $145,959-94.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 28.65% | 1027.26%-998.6pp | 775.05%-746.4pp | 561.95%-533.3pp |
| Employer contribution / active EE | $212 | $3,083-93.1% | $2,913-92.7% | $4,661-95.4% |
| Participant deferral / active EE | $266 | $4,645-94.3% | $4,320-93.9% | $6,689-96.0% |
| Admin fee / account holder | $63 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |