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 | $12,427 | $125,778-90.1% | $114,563-89.2% | $154,746-92.0% |
| Participation rate | 13.6% | 75.2%-61.6pp | 72.9%-59.3pp | 80.7%-67.1pp |
| Annual return | 18.96% | 295.14%-276.2pp | 241.09%-222.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $445 | $4,445-90.0% | $4,142-89.3% | $6,730-93.4% |
| Admin fee / account holder | $177 | $8,190-97.8% | $7,623-97.7% | $14,365-98.8% |