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 | $7,201 | $96,388-92.5% | $80,627-91.1% | $139,466-94.8% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.7pp | 80.3%-11.6pp |
| Annual return | 16.63% | 1352.08%-1335.4pp | 936.76%-920.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $616 | $5,224-88.2% | $4,443-86.1% | $6,712-90.8% |
| Admin fee / account holder | $118 | $6,603-98.2% | $5,381-97.8% | $11,409-99.0% |