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 | $21,075 | $68,586-69.3% | $120,380-82.5% | $80,911-74.0% |
| Participation rate | 4.2% | 61.6%-57.4pp | 71.9%-67.7pp | 67.6%-63.5pp |
| Annual return | 13.26% | 23.62%-10.4pp | 107.28%-94.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $381 | $3,174-88.0% | $4,992-92.4% | $4,297-91.1% |
| Admin fee / account holder | $102 | $5,733-98.2% | $9,421-98.9% | $6,935-98.5% |