Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,023 | $51,638-80.6% | $68,368-85.3% | $82,448-87.8% |
| Participation rate | 11.5% | 63.6%-52.1pp | 73.8%-62.2pp | 68.1%-56.5pp |
| Annual return | 16.10% | 37.53%-21.4pp | 292.57%-276.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $198 | $2,914-93.2% | $4,123-95.2% | $4,139-95.2% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |