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 | $2,770 | $104,650-97.4% | $83,854-96.7% | $155,188-98.2% |
| Participation rate | 4.5% | 65.1%-60.5pp | 59.1%-54.6pp | 80.8%-76.3pp |
| Annual return | 0.00% | 28.97%-29.0pp | 31.39%-31.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $115 | $2,367-95.1% | $2,035-94.3% | $6,531-98.2% |
| Admin fee / account holder | $14 | $3,518-99.6% | $3,197-99.6% | $14,480-99.9% |