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 | $29,067 | $155,833-81.3% | $124,693-76.7% | $167,518-82.6% |
| Participation rate | 30.0% | 81.1%-51.1pp | 74.6%-44.6pp | 82.1%-52.1pp |
| Annual return | 12.19% | 17.98%-5.8pp | 5144.19%-5132.0pp | 478.71%-466.5pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $928 | $5,675-83.7% | $4,615-79.9% | $6,342-85.4% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,312-100.0% |