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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,938 | $84,628-97.7% | $61,501-96.8% | $134,545-98.6% |
| Participation rate | 9.1% | 62.2%-53.1pp | 52.6%-43.5pp | 81.2%-72.1pp |
| Annual return | -20.16% | 585.61%-605.8pp | 339.04%-359.2pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $93 | $2,819-96.7% | $2,125-95.6% | $6,401-98.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |