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 | $57,898 | $106,003-45.4% | $92,236-37.2% | $147,585-60.8% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 12.25% | 50.05%-37.8pp | 176.29%-164.0pp | 578.57%-566.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $611 | $4,478-86.4% | $3,897-84.3% | $5,439-88.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |