Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,097 | $110,337-89.0% | $102,383-88.2% | $145,877-91.7% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 9.76% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $16 | $4,216-99.6% | $3,870-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $768 | $5,621-86.3% | $5,060-84.8% | $6,691-88.5% |
| Admin fee / account holder | $81 | $9,750-99.2% | $8,391-99.0% | $13,402-99.4% |