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 | $16,693 | $134,817-87.6% | $123,973-86.5% | $155,188-89.2% |
| Participation rate | 21.1% | 79.4%-58.3pp | 76.7%-55.6pp | 80.8%-59.8pp |
| Annual return | 18.79% | 515.49%-496.7pp | 388.13%-369.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $641 | $5,706-88.8% | $5,247-87.8% | $6,531-90.2% |
| Admin fee / account holder | $98 | $13,245-99.3% | $11,799-99.2% | $14,480-99.3% |