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 | $1,750 | $29,736-94.1% | $56,033-96.9% | $80,935-97.8% |
| Participation rate | 19.8% | 41.7%-21.9pp | 52.5%-32.7pp | 67.7%-47.9pp |
| Annual return | 16.19% | 35.28%-19.1pp | 1711.38%-1695.2pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $146 | $1,228-88.1% | $1,954-92.5% | $4,299-96.6% |
| Admin fee / account holder | $82 | $2,434-96.6% | $2,827-97.1% | $6,924-98.8% |