Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,327 | $100,073-91.7% | $85,126-90.2% | $145,877-94.3% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 12.96% | 84.11%-71.1pp | 66.63%-53.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $426 | $5,294-92.0% | $4,523-90.6% | $6,691-93.6% |
| Admin fee / account holder | $202 | $7,261-97.2% | $6,160-96.7% | $13,402-98.5% |