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 | $204,286 | $124,187+64.5% | $108,410+88.4% | $167,518+21.9% |
| Participation rate | 27.3% | 82.3%-55.0pp | 80.1%-52.9pp | 82.1%-54.8pp |
| Annual return | 10.77% | 1379.80%-1369.0pp | 905.34%-894.6pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,100 | $6,908-69.6% | $6,562-68.0% | $6,342-66.9% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |