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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,601-100.0% | $77,183-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 20.09% | 54.96%-34.9pp | 37.89%-17.8pp | 373.45%-353.4pp |
| Employer contribution / active EE | $3,290 | $3,145+4.6% | $2,534+29.8% | $4,753-30.8% |
| Participant deferral / active EE | $87 | $4,623-98.1% | $3,833-97.7% | $6,711-98.7% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |