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 | $10,127 | $67,372-85.0% | $60,906-83.4% | $134,532-92.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -10.84% | 50.05%-60.9pp | 16.94%-27.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $129 | $3,099-95.8% | $2,703-95.2% | $4,741-97.3% |
| Participant deferral / active EE | $200 | $4,532-95.6% | $3,814-94.8% | $6,401-96.9% |
| Admin fee / account holder | $129 | $4,588-97.2% | $3,227-96.0% | $11,429-98.9% |