Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,525 | $150,447-69.1% | $136,298-65.9% | $147,586-68.5% |
| Participation rate | 21.4% | 84.4%-63.0pp | 81.9%-60.5pp | 82.8%-61.4pp |
| Annual return | 10818.79% | 1049.15%+9769.6pp | 5156.27%+5662.5pp | 578.59%+10240.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $463 | $6,631-93.0% | $6,247-92.6% | $5,439-91.5% |
| Admin fee / account holder | $294 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |