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 | $17,135 | $55,470-69.1% | $155,556-89.0% | $74,478-77.0% |
| Participation rate | 4.3% | 61.9%-57.6pp | 78.2%-73.9pp | 67.2%-62.9pp |
| Annual return | 36.04% | 269.80%-233.8pp | 64.84%-28.8pp | 1370.56%-1334.5pp |
| Employer contribution / active EE | $98 | $2,267-95.7% | $4,675-97.9% | $2,626-96.3% |
| Participant deferral / active EE | $116 | $2,838-95.9% | $5,631-97.9% | $4,350-97.3% |
| Admin fee / account holder | $30 | $1,744-98.3% | $15,885-99.8% | $1,946-98.4% |