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 | $35,654 | $100,573-64.5% | $163,379-78.2% | $100,573-64.5% |
| Participation rate | 0.2% | 70.9%-70.7pp | 76.8%-76.6pp | 70.9%-70.7pp |
| Annual return | 17.37% | 18.89%-1.5pp | 63.41%-46.0pp | 18.89%-1.5pp |
| Employer contribution / active EE | $4 | $3,763-99.9% | $3,752-99.9% | $3,763-99.9% |
| Participant deferral / active EE | $19 | $4,921-99.6% | $6,282-99.7% | $4,921-99.6% |
| Admin fee / account holder | $0 | $454-100.0% | $9,818-100.0% | $454-100.0% |