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 | $222,304 | $156,970+41.6% | $121,210+83.4% | $139,487+59.4% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.5%-43.5pp | 80.3%-54.2pp |
| Annual return | 12.73% | 1477.10%-1464.4pp | 987.41%-974.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,107 | $5,546-62.0% | $4,171-49.5% | $4,755-55.7% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |