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 | $28,344 | $150,446-81.2% | $136,297-79.2% | $147,585-80.8% |
| Participation rate | 26.1% | 84.4%-58.3pp | 81.9%-55.8pp | 82.8%-56.7pp |
| Annual return | 25.18% | 1049.14%-1024.0pp | 5156.19%-5131.0pp | 578.58%-553.4pp |
| Employer contribution / active EE | $465 | $5,256-91.2% | $4,696-90.1% | $4,876-90.5% |
| Participant deferral / active EE | $1,065 | $6,631-83.9% | $6,247-83.0% | $5,439-80.4% |
| Admin fee / account holder | $189 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |