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 | $7,518 | $109,904-93.2% | $97,167-92.3% | $145,959-94.8% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 10.21% | 243.43%-233.2pp | 75.27%-65.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | -$6 | $3,084-100.2% | $2,729-100.2% | $4,661-100.1% |
| Participant deferral / active EE | -$9 | $4,676-100.2% | $4,264-100.2% | $6,689-100.1% |
| Admin fee / account holder | $61 | $6,216-99.0% | $5,650-98.9% | $13,398-99.5% |