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 | $6,609 | $96,643-93.2% | $86,617-92.4% | $139,456-95.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 12.18% | 106.57%-94.4pp | 591.91%-579.7pp | 373.45%-361.3pp |
| Employer contribution / active EE | $287 | $3,264-91.2% | $3,023-90.5% | $4,753-94.0% |
| Participant deferral / active EE | $715 | $4,835-85.2% | $4,437-83.9% | $6,711-89.3% |
| Admin fee / account holder | $28 | $6,406-99.6% | $5,613-99.5% | $11,407-99.8% |