Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,786 | $133,981-85.2% | $112,249-82.4% | $134,532-85.3% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -15.85% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $268 | $4,040-93.4% | $3,636-92.6% | $4,741-94.4% |
| Participant deferral / active EE | $323 | $5,292-93.9% | $4,729-93.2% | $6,401-95.0% |
| Admin fee / account holder | $2 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |