Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,241 | $96,419-82.1% | $80,648-78.6% | $139,487-87.6% |
| Participation rate | 18.2% | 73.6%-55.5pp | 67.0%-48.8pp | 80.3%-62.2pp |
| Annual return | 16.62% | 1352.86%-1336.2pp | 937.21%-920.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $55 | $5,225-99.0% | $4,443-98.8% | $6,713-99.2% |
| Admin fee / account holder | $223 | $6,605-96.6% | $5,382-95.9% | $11,407-98.0% |