Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,118 | $157,829-83.5% | $136,867-80.9% | $198,609-86.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 10.65% | 51.25%-40.6pp | 42.97%-32.3pp | 202.70%-192.1pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $485 | $5,463-91.1% | $4,924-90.1% | $6,977-93.0% |
| Admin fee / account holder | $92 | $11,107-99.2% | $10,340-99.1% | $19,030-99.5% |