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 | $221,269 | $172,111+28.6% | $150,298+47.2% | $137,256+61.2% |
| Participation rate | 23.1% | 81.7%-58.6pp | 77.8%-54.7pp | 80.0%-56.9pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $367 | $4,636-92.1% | $4,154-91.2% | $4,156-91.2% |
| Participant deferral / active EE | $367 | $6,166-94.1% | $5,453-93.3% | $6,407-94.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |