Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,424 | $58,627-83.9% | $76,735-87.7% | $82,448-88.6% |
| Participation rate | 14.3% | 63.2%-48.9pp | 69.5%-55.2pp | 68.1%-53.8pp |
| Annual return | 16.31% | 39.10%-22.8pp | 29.77%-13.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $234 | $3,134-92.5% | $4,088-94.3% | $4,139-94.4% |
| Admin fee / account holder | $111 | $5,323-97.9% | $7,189-98.5% | $7,234-98.5% |