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 | $120,686 | $100,938+19.6% | $90,461+33.4% | $158,982-24.1% |
| Participation rate | 5.3% | 75.0%-69.8pp | 72.7%-67.4pp | 82.0%-76.7pp |
| Annual return | 21.20% | 1727.20%-1706.0pp | 1294.76%-1273.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $68 | $4,350-98.4% | $3,964-98.3% | $5,983-98.9% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |