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 | $30,018 | $103,000-70.9% | $90,300-66.8% | $152,885-80.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 24.31% | 95.19%-70.9pp | 78.11%-53.8pp | 345.39%-321.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $729 | $4,281-83.0% | $3,884-81.2% | $5,851-87.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |