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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,289 | $150,447-69.9% | $136,298-66.8% | $147,586-69.3% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 160.81% | 1049.15%-888.3pp | 5156.27%-4995.5pp | 578.59%-417.8pp |
| Employer contribution / active EE | $660 | $5,256-87.5% | $4,696-86.0% | $4,876-86.5% |
| Participant deferral / active EE | $3,712 | $6,631-44.0% | $6,247-40.6% | $5,439-31.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |