Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,620 | $75,959+6.1% | $154,114-47.7% | $64,181+25.6% |
| Participation rate | 8.6% | 70.4%-61.8pp | 83.0%-74.4pp | 69.6%-60.9pp |
| Annual return | -3.72% | 30.32%-34.0pp | 735.16%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $797 | $3,175-74.9% | $5,081-84.3% | $3,470-77.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |