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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,309 | $102,393+93.7% | $147,041+34.9% | $80,911+145.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 45.69% | 134.95%-89.3pp | 419.21%-373.5pp | 35.63%+10.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,189 | $6,647-21.9% | $8,071-35.7% | $4,297+20.8% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |