Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,515 | $105,198-73.8% | $159,455-82.7% | $85,856-68.0% |
| Participation rate | 18.9% | 75.8%-56.9pp | 82.8%-63.9pp | 69.3%-50.4pp |
| Annual return | 18.26% | 45.08%-26.8pp | 263.63%-245.4pp | 318.58%-300.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $482 | $5,946-91.9% | $7,353-93.4% | $3,952-87.8% |
| Admin fee / account holder | $224 | $6,934-96.8% | $10,800-97.9% | $6,261-96.4% |