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 | $14,896 | $95,406-84.4% | $185,849-92.0% | $85,847-82.6% |
| Participation rate | 42.3% | 68.8%-26.5pp | 81.7%-39.4pp | 69.3%-27.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $364 | $3,314-89.0% | $5,169-93.0% | $2,565-85.8% |
| Participant deferral / active EE | $952 | $3,424-72.2% | $5,569-82.9% | $3,952-75.9% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |