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 | $60,779 | $99,032-38.6% | $80,022-24.0% | $135,380-55.1% |
| Participation rate | 46.7% | 78.4%-31.7pp | 75.8%-29.2pp | 82.6%-36.0pp |
| Annual return | -3.63% | 15.39%-19.0pp | 11.22%-14.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $93 | $3,043-96.9% | $2,468-96.2% | $4,779-98.1% |
| Participant deferral / active EE | $116 | $4,282-97.3% | $3,686-96.8% | $5,609-97.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |