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 | $65,364-100.0% | $92,909-100.0% | $72,975-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.0%-76.0pp | 69.5%-69.5pp |
| Annual return | 20.82% | 42.11%-21.3pp | 109.44%-88.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $298 | $2,594-88.5% | $3,653-91.9% | $2,440-87.8% |
| Participant deferral / active EE | $483 | $3,128-84.6% | $4,238-88.6% | $3,608-86.6% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |