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 | $45,875 | $88,603-48.2% | $69,890-34.4% | $134,545-65.9% |
| Participation rate | 54.5% | 74.9%-20.4pp | 70.5%-15.9pp | 81.2%-26.7pp |
| Annual return | -15.48% | 442.93%-458.4pp | 190.84%-206.3pp | 418.37%-433.8pp |
| Employer contribution / active EE | $215 | $3,236-93.4% | $2,560-91.6% | $4,742-95.5% |
| Participant deferral / active EE | $361 | $4,771-92.4% | $3,848-90.6% | $6,401-94.4% |
| Admin fee / account holder | $24 | $10,443-99.8% | $6,267-99.6% | $11,431-99.8% |