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 | $169,414 | $45,343+273.6% | $150,298+12.7% | $67,986+149.2% |
| Participation rate | 3.4% | 51.9%-48.5pp | 77.8%-74.4pp | 57.2%-53.8pp |
| Annual return | 21.41% | 33.28%-11.9pp | 62.79%-41.4pp | 31.67%-10.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $536 | $2,055-73.9% | $5,453-90.2% | $3,358-84.0% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |