Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,610 | $181,062-90.8% | $158,223-89.5% | $155,188-89.3% |
| Participation rate | 68.8% | 82.7%-13.9pp | 79.2%-10.5pp | 80.8%-12.1pp |
| Annual return | 73.78% | 57.39%+16.4pp | 52.09%+21.7pp | 148.84%-75.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $879 | $6,134-85.7% | $5,467-83.9% | $6,531-86.5% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |