Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,563 | $76,407-88.8% | $150,298-94.3% | $82,448-89.6% |
| Participation rate | 8.3% | 66.4%-58.1pp | 77.8%-69.4pp | 68.1%-59.7pp |
| Annual return | 21.08% | 39.99%-18.9pp | 62.79%-41.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $117 | $2,614-95.5% | $4,154-97.2% | $2,551-95.4% |
| Participant deferral / active EE | $117 | $3,214-96.3% | $5,453-97.8% | $4,139-97.2% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |