Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,546 | $37,156-74.3% | $83,854-88.6% | $86,983-89.0% |
| Participation rate | 8.0% | 49.1%-41.1pp | 59.1%-51.1pp | 69.5%-61.5pp |
| Annual return | 23.91% | 29.88%-6.0pp | 31.39%-7.5pp | 25.83%-1.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $171 | $1,418-87.9% | $2,035-91.6% | $4,194-95.9% |
| Admin fee / account holder | $80 | $2,510-96.8% | $3,197-97.5% | $7,856-99.0% |