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 | $55,446-70.7% | $155,574-89.5% | $74,429-78.1% |
| Participation rate | 9.1% | 61.9%-52.8pp | 78.2%-69.1pp | 67.2%-58.1pp |
| Annual return | 60.71% | 269.20%-208.5pp | 64.87%-4.2pp | 1368.38%-1307.7pp |
| Employer contribution / active EE | $71 | $2,266-96.9% | $4,676-98.5% | $2,625-97.3% |
| Participant deferral / active EE | $199 | $2,836-93.0% | $5,629-96.5% | $4,348-95.4% |
| Admin fee / account holder | $189 | $1,743-89.2% | $15,914-98.8% | $1,944-90.3% |