Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,948 | $32,117+40.0% | $71,086-36.8% | $64,173-30.0% |
| Participation rate | 8.1% | 42.7%-34.6pp | 54.7%-46.6pp | 69.6%-61.5pp |
| Annual return | -5.82% | -5.57%-0.2pp | 650.59%-656.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $313 | $1,263-75.2% | $1,874-83.3% | $3,470-91.0% |
| Admin fee / account holder | $149 | $2,759-94.6% | $3,082-95.2% | $4,887-97.0% |