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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,291 | $97,732-73.1% | $83,831-68.6% | $135,380-80.6% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -4.38% | 1287.56%-1291.9pp | 850.99%-855.4pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,237 | $4,222-70.7% | $3,631-65.9% | $4,779-74.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |