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 | $170,539 | $49,896+241.8% | $80,627+111.5% | $75,173+126.9% |
| Participation rate | 17.9% | 55.3%-37.4pp | 67.0%-49.1pp | 67.2%-49.3pp |
| Annual return | 98.31% | 34.67%+63.6pp | 936.76%-838.5pp | 160.72%-62.4pp |
| Employer contribution / active EE | $240 | $1,699-85.8% | $2,723-91.2% | $2,671-91.0% |
| Participant deferral / active EE | $535 | $2,992-82.1% | $4,443-88.0% | $4,126-87.0% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |