Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,356 | $149,040-94.4% | $120,225-93.0% | $137,256-93.9% |
| Participation rate | 17.6% | 75.4%-57.8pp | 69.6%-51.9pp | 80.0%-62.3pp |
| Annual return | 18.65% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $40 | $4,655-99.2% | $3,999-99.0% | $6,407-99.4% |
| Admin fee / account holder | $50 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |