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 | $20,105 | $118,496-83.0% | $98,461-79.6% | $139,466-85.6% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 9.65% | 18.96%-9.3pp | 21.17%-11.5pp | 373.66%-364.0pp |
| Employer contribution / active EE | $206 | $3,611-94.3% | $3,049-93.3% | $4,754-95.7% |
| Participant deferral / active EE | $411 | $5,393-92.4% | $4,738-91.3% | $6,712-93.9% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |