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 | $51,252 | $138,078-62.9% | $125,363-59.1% | $134,509-61.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -18.72% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $824 | $5,245-84.3% | $4,815-82.9% | $4,741-82.6% |
| Participant deferral / active EE | $1,424 | $7,800-81.7% | $7,447-80.9% | $6,400-77.7% |
| Admin fee / account holder | $234 | $11,566-98.0% | $10,005-97.7% | $11,427-97.9% |