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 | $24,732 | $150,442-83.6% | $136,295-81.9% | $147,585-83.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 31.31% | 1049.09%-1017.8pp | 5155.97%-5124.7pp | 578.56%-547.3pp |
| Employer contribution / active EE | $412 | $5,256-92.2% | $4,695-91.2% | $4,876-91.6% |
| Participant deferral / active EE | $509 | $6,630-92.3% | $6,247-91.9% | $5,439-90.6% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |