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 | $5,411 | $22,994-76.5% | - | $80,925-93.3% |
| Participation rate | 0.0% | 45.9%-45.9pp | - | 67.7%-67.7pp |
| Annual return | 17.38% | 12.16%+5.2pp | - | 35.65%-18.3pp |
| Employer contribution / active EE | $0 | $1,271-100.0% | - | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,419-100.0% | - | $4,299-100.0% |
| Admin fee / account holder | $0 | $1,909-100.0% | - | $6,940-100.0% |