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 | $59,798 | $202,345-70.4% | $172,755-65.4% | $152,885-60.9% |
| Participation rate | 9.1% | 87.1%-78.0pp | 82.6%-73.6pp | 82.5%-73.4pp |
| Annual return | 23.88% | 1029.77%-1005.9pp | 802.94%-779.1pp | 345.39%-321.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $493 | $5,948-91.7% | $5,198-90.5% | $5,851-91.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |