Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,661 | $34,316-57.3% | $74,722-80.4% | $72,975-79.9% |
| Participation rate | 7.0% | 42.4%-35.4pp | 54.5%-47.5pp | 69.5%-62.5pp |
| Annual return | 18.86% | 26.58%-7.7pp | 753.11%-734.3pp | 81.01%-62.1pp |
| Employer contribution / active EE | $58 | $692-91.6% | $1,084-94.6% | $2,440-97.6% |
| Participant deferral / active EE | $88 | $1,272-93.1% | $1,963-95.5% | $3,608-97.6% |
| Admin fee / account holder | $170 | $2,125-92.0% | $3,335-94.9% | $5,124-96.7% |