Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,471 | $29,716-91.7% | $56,077-95.6% | $80,925-96.9% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 14.33% | 35.30%-21.0pp | 1709.28%-1694.9pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $140 | $1,228-88.6% | $1,954-92.9% | $4,299-96.8% |
| Admin fee / account holder | $14 | $2,432-99.4% | $2,825-99.5% | $6,940-99.8% |