Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,901 | $102,595-89.4% | $94,057-88.4% | $154,746-93.0% |
| Participation rate | 27.3% | 76.0%-48.7pp | 73.3%-46.1pp | 80.7%-53.4pp |
| Annual return | 17.57% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $496 | $5,118-90.3% | $4,709-89.5% | $6,730-92.6% |
| Admin fee / account holder | $78 | $7,736-99.0% | $7,244-98.9% | $14,365-99.5% |