Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,634 | $85,766-67.8% | $136,298-79.7% | $70,126-60.6% |
| Participation rate | 14.3% | 74.2%-59.9pp | 81.9%-67.6pp | 69.5%-55.3pp |
| Annual return | 35.89% | 31.46%+4.4pp | 5156.27%-5120.4pp | 73.15%-37.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,493 | $5,051-70.4% | $6,247-76.1% | $3,332-55.2% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |