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 | $16,271 | $55,470-70.7% | $155,556-89.5% | $74,478-78.2% |
| Participation rate | 9.1% | 61.9%-52.8pp | 78.2%-69.1pp | 67.2%-58.1pp |
| Annual return | 60.71% | 269.80%-209.1pp | 64.84%-4.1pp | 1370.56%-1309.9pp |
| Employer contribution / active EE | $71 | $2,267-96.9% | $4,675-98.5% | $2,626-97.3% |
| Participant deferral / active EE | $199 | $2,838-93.0% | $5,631-96.5% | $4,350-95.4% |
| Admin fee / account holder | $189 | $1,744-89.2% | $15,885-98.8% | $1,946-90.3% |