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 | $30,507 | $138,114-77.9% | $125,391-75.7% | $134,545-77.3% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -17.24% | 750.88%-768.1pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $74 | $5,246-98.6% | $4,816-98.5% | $4,742-98.4% |
| Participant deferral / active EE | $1,007 | $7,801-87.1% | $7,448-86.5% | $6,401-84.3% |
| Admin fee / account holder | $134 | $11,570-98.8% | $10,009-98.7% | $11,431-98.8% |