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 | $47,560 | $49,177-3.3% | $79,466-40.2% | $64,173-25.9% |
| Participation rate | 9.3% | 65.0%-55.7pp | 73.3%-64.0pp | 69.6%-60.3pp |
| Annual return | 41308.75% | -1.16%+41309.9pp | 718.28%+40590.5pp | 7.63%+41301.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $23 | $2,821-99.2% | $3,704-99.4% | $3,470-99.3% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |