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 | $0 | $36,948-100.0% | $73,658-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 46.8%-46.8pp | 57.0%-57.0pp | 68.9%-68.9pp |
| Annual return | 0.00% | 28.64%-28.6pp | 29.72%-29.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $210 | $1,379-84.8% | $2,062-89.8% | $4,274-95.1% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |