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 | $26,058 | $68,681-62.1% | $86,625-69.9% | $85,851-69.6% |
| Participation rate | 10.6% | 66.4%-55.7pp | 71.6%-61.0pp | 69.3%-58.7pp |
| Annual return | 56.60% | 20.12%+36.5pp | 63.52%-6.9pp | 318.63%-262.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $153 | $2,919-94.8% | $3,700-95.9% | $3,952-96.1% |
| Admin fee / account holder | $31 | $5,974-99.5% | $5,830-99.5% | $6,261-99.5% |