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 | $32,051 | $138,075-76.8% | $123,552-74.1% | $135,379-76.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.83% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $13 | $5,152-99.8% | $4,628-99.7% | $4,779-99.7% |
| Participant deferral / active EE | $13 | $6,800-99.8% | $6,426-99.8% | $5,609-99.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |