Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,368 | $63,342-67.8% | $92,236-77.9% | $70,131-71.0% |
| Participation rate | 7.1% | 68.7%-61.5pp | 76.5%-69.3pp | 69.5%-62.4pp |
| Annual return | 25.22% | 530.15%-504.9pp | 176.29%-151.1pp | 73.14%-47.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $46 | $2,854-98.4% | $3,897-98.8% | $3,332-98.6% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |