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 | $16,199 | $58,258-72.2% | $81,820-80.2% | $80,925-80.0% |
| Participation rate | 37.1% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 11.28% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $244 | $2,345-89.6% | $2,915-91.6% | $2,756-91.2% |
| Participant deferral / active EE | $478 | $3,284-85.4% | $4,323-88.9% | $4,299-88.9% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |