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 | $86,670 | $65,566+32.2% | $86,235+0.5% | $75,177+15.3% |
| Participation rate | 23.9% | 60.5%-36.6pp | 69.0%-45.0pp | 67.2%-43.3pp |
| Annual return | 12.90% | 46.07%-33.2pp | 1170.03%-1157.1pp | 160.75%-147.8pp |
| Employer contribution / active EE | $19 | $1,553-98.8% | $2,381-99.2% | $2,671-99.3% |
| Participant deferral / active EE | $1,152 | $3,023-61.9% | $3,987-71.1% | $4,126-72.1% |
| Admin fee / account holder | $235 | $5,470-95.7% | $6,856-96.6% | $5,651-95.8% |