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 | $3,772 | $88,702-95.7% | $81,780-95.4% | $145,978-97.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 13.66% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $218 | $3,084-92.9% | $2,914-92.5% | $4,662-95.3% |
| Participant deferral / active EE | $218 | $4,645-95.3% | $4,321-95.0% | $6,690-96.7% |
| Admin fee / account holder | $15 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |