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 | $11,876 | $84,464-85.9% | $61,399-80.7% | $134,509-91.2% |
| Participation rate | 23.1% | 62.2%-39.1pp | 52.6%-29.5pp | 81.2%-58.2pp |
| Annual return | 57.62% | 585.06%-527.4pp | 338.81%-281.2pp | 418.13%-360.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |