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 | $5,327 | $72,446-92.6% | $67,561-92.1% | $145,877-96.3% |
| Participation rate | 19.0% | 76.9%-57.8pp | 72.9%-53.9pp | 80.3%-61.3pp |
| Annual return | 74.14% | 7211.98%-7137.8pp | 3525.44%-3451.3pp | 551.28%-477.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $724 | $4,785-84.9% | $4,003-81.9% | $6,691-89.2% |
| Admin fee / account holder | $24 | $5,541-99.6% | $4,006-99.4% | $13,402-99.8% |