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 | $0 | $95,959-100.0% | $97,411-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 81.8%-81.8pp | 80.4%-80.4pp | 79.9%-79.9pp |
| Annual return | 14.07% | 29.30%-15.2pp | 34.72%-20.6pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |