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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,471-100.0% | $94,215-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 70.0%-70.0pp | 69.5%-69.5pp |
| Annual return | 0.00% | 26.44%-26.4pp | 28.22%-28.2pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $6,468-100.0% | $10,216-100.0% | $7,856-100.0% |