Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,565 | $111,878-81.6% | $93,727-78.1% | $145,897-85.9% |
| Participation rate | 6.7% | 74.2%-67.5pp | 68.7%-62.0pp | 80.3%-73.6pp |
| Annual return | 10.84% | 204.28%-193.4pp | 133.83%-123.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $154 | $4,920-96.9% | $4,417-96.5% | $6,689-97.7% |
| Admin fee / account holder | $104 | $10,256-99.0% | $8,292-98.8% | $13,390-99.2% |