Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,786 | $61,787-53.4% | $97,197-70.4% | $80,925-64.4% |
| Participation rate | 6.1% | 63.5%-57.4pp | 72.7%-66.6pp | 67.7%-61.5pp |
| Annual return | 13.99% | -558.16%+572.1pp | 75.47%-61.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $199 | $3,027-93.4% | $4,263-95.3% | $4,299-95.4% |
| Admin fee / account holder | $0 | $5,170-100.0% | $5,637-100.0% | $6,940-100.0% |