Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,859 | $92,743-54.9% | $82,744-49.4% | $134,532-68.9% |
| Participation rate | 13.3% | 75.2%-61.9pp | 72.6%-59.2pp | 81.2%-67.9pp |
| Annual return | -19.47% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $433 | $4,802-91.0% | $4,395-90.1% | $6,401-93.2% |
| Admin fee / account holder | $40 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |