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 | $22,759 | $82,678-72.5% | $125,391-81.8% | $68,490-66.8% |
| Participation rate | 9.7% | 75.1%-65.4pp | 82.4%-72.7pp | 67.9%-58.2pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $223 | $6,111-96.4% | $7,448-97.0% | $4,028-94.5% |
| Admin fee / account holder | $167 | $6,277-97.3% | $10,009-98.3% | $5,403-96.9% |