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 | $3,396 | $67,823-95.0% | $52,425-93.5% | $137,256-97.5% |
| Participation rate | 4.3% | 63.9%-59.6pp | 55.6%-51.3pp | 80.0%-75.6pp |
| Annual return | 21.43% | 219.11%-197.7pp | 302.12%-280.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $40 | $2,288-98.3% | $1,790-97.8% | $6,407-99.4% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |