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 | $0 | $59,819-100.0% | $79,583-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -18.72% | -12.30%-6.4pp | 0.16%-18.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $229 | $1,505-84.8% | $2,414-90.5% | $2,597-91.2% |
| Participant deferral / active EE | $848 | $3,025-72.0% | $3,986-78.7% | $4,028-78.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |