Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,930 | $84,713-83.6% | $75,717-81.6% | $167,518-91.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.8%-49.8pp | 82.1%-57.1pp |
| Annual return | 0.00% | 199.49%-199.5pp | 104.58%-104.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $217 | $3,229-93.3% | $2,743-92.1% | $4,838-95.5% |
| Participant deferral / active EE | $433 | $4,578-90.5% | $3,821-88.7% | $6,342-93.2% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |