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 | $141,155 | $22,602+524.5% | $65,583+115.2% | $75,177+87.8% |
| Participation rate | 7.8% | 63.1%-55.2pp | 65.0%-57.1pp | 67.2%-59.4pp |
| Annual return | 26.19% | 71.13%-44.9pp | 47.46%-21.3pp | 160.75%-134.6pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $518 | $1,695-69.4% | $2,833-81.7% | $4,126-87.4% |
| Admin fee / account holder | $30 | $1,877-98.4% | $4,112-99.3% | $5,651-99.5% |