Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,542 | $90,614-89.5% | $76,089-87.5% | $145,877-93.5% |
| Participation rate | 6.7% | 74.5%-67.8pp | 69.1%-62.4pp | 80.3%-73.6pp |
| Annual return | 9.34% | 623.80%-614.5pp | 360.94%-351.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5 | $5,168-99.9% | $4,259-99.9% | $6,691-99.9% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |