Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,535 | $68,097-91.9% | $62,929-91.2% | $137,256-96.0% |
| Participation rate | 43.8% | 77.4%-33.7pp | 73.1%-29.4pp | 80.0%-36.2pp |
| Annual return | 20.78% | 1859.11%-1838.3pp | 1063.93%-1043.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $157 | $2,811-94.4% | $2,505-93.7% | $4,156-96.2% |
| Participant deferral / active EE | $437 | $4,553-90.4% | $3,888-88.8% | $6,407-93.2% |
| Admin fee / account holder | $23 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |