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 | $23,373 | $142,392-83.6% | $119,622-80.5% | $134,532-82.6% |
| Participation rate | 22.2% | 82.8%-60.6pp | 79.3%-57.0pp | 81.2%-59.0pp |
| Annual return | -17.87% | -12.46%-5.4pp | -14.98%-2.9pp | 418.27%-436.1pp |
| Employer contribution / active EE | $230 | $5,224-95.6% | $4,232-94.6% | $4,741-95.1% |
| Participant deferral / active EE | $850 | $6,467-86.9% | $5,601-84.8% | $6,401-86.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |