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 | $18,118 | $57,312-68.4% | $86,617-79.1% | $75,181-75.9% |
| Participation rate | 4.4% | 63.2%-58.8pp | 71.7%-67.3pp | 67.2%-62.8pp |
| Annual return | 22.43% | 2672.78%-2650.4pp | 591.91%-569.5pp | 160.69%-138.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $87 | $3,319-97.4% | $4,437-98.0% | $4,126-97.9% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |