Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,401 | $67,823-95.0% | $52,425-93.5% | $137,256-97.5% |
| Participation rate | 39.1% | 63.9%-24.8pp | 55.6%-16.5pp | 80.0%-40.8pp |
| Annual return | 19.18% | 219.11%-199.9pp | 302.12%-282.9pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $134 | $2,288-94.1% | $1,790-92.5% | $6,407-97.9% |
| Admin fee / account holder | $23 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |