Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,836 | $100,203-92.2% | $85,240-90.8% | $145,897-94.6% |
| Participation rate | 52.9% | 74.1%-21.2pp | 67.5%-14.6pp | 80.3%-27.4pp |
| Annual return | 12.10% | 84.28%-72.2pp | 66.75%-54.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $672 | $5,299-87.3% | $4,527-85.2% | $6,689-90.0% |
| Admin fee / account holder | $83 | $7,265-98.9% | $6,165-98.6% | $13,390-99.4% |