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 | $26,280 | $53,127-50.5% | $86,597-69.7% | $70,131-62.5% |
| Participation rate | 44.8% | 65.3%-20.5pp | 73.5%-28.7pp | 69.5%-24.7pp |
| Annual return | 13.69% | 27.66%-14.0pp | 964.96%-951.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $773 | $2,696-71.3% | $3,609-78.6% | $3,332-76.8% |
| Admin fee / account holder | $19 | $3,585-99.5% | $4,906-99.6% | $4,645-99.6% |