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 | $13,754 | $70,121-80.4% | $63,803-78.4% | $138,895-90.1% |
| Participation rate | 27.3% | 77.2%-49.9pp | 72.7%-45.4pp | 79.9%-52.6pp |
| Annual return | 12.47% | 946.48%-934.0pp | 543.72%-531.2pp | 145.39%-132.9pp |
| Employer contribution / active EE | $235 | $2,882-91.8% | $2,532-90.7% | $4,194-94.4% |
| Participant deferral / active EE | $531 | $4,535-88.3% | $3,843-86.2% | $6,396-91.7% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |