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 | $225,296 | $167,352+34.6% | $143,788+56.7% | $134,509+67.5% |
| Participation rate | 7.1% | 84.8%-77.7pp | 80.3%-73.2pp | 81.2%-74.1pp |
| Annual return | 62.82% | 0.47%+62.4pp | -0.03%+62.9pp | 418.13%-355.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |