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 | $9,887 | $28,624-65.5% | $53,647-81.6% | $82,637-88.0% |
| Participation rate | 5.9% | 47.3%-41.4pp | 56.3%-50.4pp | 68.1%-62.2pp |
| Annual return | 18.44% | 664.98%-646.5pp | 358.33%-339.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $8 | $637-98.7% | $962-99.2% | $2,552-99.7% |
| Participant deferral / active EE | $12 | $1,196-99.0% | $1,813-99.3% | $4,126-99.7% |
| Admin fee / account holder | $29 | $2,022-98.6% | $2,460-98.8% | $7,339-99.6% |