Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,691 | $110,093-91.2% | $97,295-90.0% | $145,897-93.4% |
| Participation rate | 15.4% | 75.9%-60.5pp | 72.7%-57.3pp | 80.3%-64.9pp |
| Annual return | 11.16% | 244.76%-233.6pp | 75.62%-64.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $92 | $3,077-97.0% | $2,723-96.6% | $4,663-98.0% |
| Participant deferral / active EE | $689 | $4,678-85.3% | $4,264-83.8% | $6,689-89.7% |
| Admin fee / account holder | $71 | $6,212-98.9% | $5,646-98.8% | $13,390-99.5% |