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 | $13,474 | $51,202-73.7% | $70,548-80.9% | $75,181-82.1% |
| Participation rate | 6.3% | 61.0%-54.7pp | 68.3%-62.1pp | 67.2%-60.9pp |
| Annual return | 62.65% | 30.05%+32.6pp | 32.78%+29.9pp | 160.69%-98.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $536 | $2,850-81.2% | $4,567-88.3% | $4,126-87.0% |
| Admin fee / account holder | $52 | $4,094-98.7% | $6,424-99.2% | $5,650-99.1% |