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 | $13,381 | $44,850-70.2% | $60,547-77.9% | $59,632-77.6% |
| Participation rate | 31.0% | 59.5%-28.4pp | 68.0%-36.9pp | 68.7%-37.6pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $106 | $1,462-92.8% | $2,419-95.6% | $2,203-95.2% |
| Participant deferral / active EE | $429 | $2,230-80.8% | $3,328-87.1% | $3,192-86.6% |
| Admin fee / account holder | $10 | $3,635-99.7% | $4,536-99.8% | $4,297-99.8% |