Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,922 | $88,710-77.5% | $81,783-75.6% | $145,959-86.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $233 | $4,645-95.0% | $4,320-94.6% | $6,689-96.5% |
| Admin fee / account holder | $228 | $8,407-97.3% | $7,380-96.9% | $13,398-98.3% |