Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,405 | $151,427-89.8% | $112,860-86.4% | $154,746-90.0% |
| Participation rate | 18.2% | 69.1%-50.9pp | 66.3%-48.1pp | 80.7%-62.5pp |
| Annual return | 2.99% | 30.95%-28.0pp | 35.26%-32.3pp | 172.34%-169.3pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $201 | $4,285-95.3% | $3,493-94.2% | $6,730-97.0% |
| Admin fee / account holder | $183 | $7,369-97.5% | $6,841-97.3% | $14,365-98.7% |