Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,462 | $102,663-81.0% | $86,216-77.4% | $139,466-86.0% |
| Participation rate | 21.1% | 74.5%-53.5pp | 69.0%-47.9pp | 80.3%-59.3pp |
| Annual return | 25.27% | 1924.52%-1899.2pp | 1169.42%-1144.1pp | 373.66%-348.4pp |
| Employer contribution / active EE | $165 | $3,035-94.6% | $2,382-93.1% | $4,754-96.5% |
| Participant deferral / active EE | $829 | $4,677-82.3% | $3,986-79.2% | $6,712-87.6% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |