Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $0 | $176,077-100.0% | $159,455-100.0% | $167,518-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 17.75% | 331.83%-314.1pp | 263.63%-245.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $1,100 | $5,298-79.2% | $4,830-77.2% | $4,838-77.3% |
| Participant deferral / active EE | $1,762 | $7,751-77.3% | $7,353-76.0% | $6,342-72.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |