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 | $99,652-100.0% | $78,778-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 14.71% | 47.28%-32.6pp | 35.62%-20.9pp | 578.57%-563.9pp |
| Employer contribution / active EE | $496 | $2,796-82.3% | $1,986-75.0% | $4,876-89.8% |
| Participant deferral / active EE | $538 | $3,664-85.3% | $2,958-81.8% | $5,439-90.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |