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 | $11,796 | $103,038-88.6% | $90,324-86.9% | $152,909-92.3% |
| Participation rate | 22.2% | 75.9%-53.7pp | 73.3%-51.1pp | 82.5%-60.2pp |
| Annual return | 27.00% | 95.25%-68.2pp | 78.15%-51.1pp | 345.46%-318.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $196 | $4,282-95.4% | $3,885-94.9% | $5,851-96.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |