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 | $28,659 | $63,346-54.8% | $92,240-68.9% | $70,126-59.1% |
| Participation rate | 34.2% | 68.7%-34.5pp | 76.5%-42.3pp | 69.5%-35.4pp |
| Annual return | 22.01% | 530.19%-508.2pp | 176.29%-154.3pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $414 | $2,854-85.5% | $3,897-89.4% | $3,332-87.6% |
| Admin fee / account holder | $150 | $3,841-96.1% | $5,194-97.1% | $4,645-96.8% |