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 | $102,727 | $49,891+105.9% | $80,607+27.4% | $75,181+36.6% |
| Participation rate | 12.5% | 55.3%-42.8pp | 67.0%-54.5pp | 67.2%-54.7pp |
| Annual return | 15.33% | 34.67%-19.3pp | 936.11%-920.8pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $288 | $2,991-90.4% | $4,448-93.5% | $4,126-93.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |