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 | $14,294 | $169,237-91.6% | $129,339-88.9% | $145,978-90.2% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 14.68% | 14364.43%-14349.8pp | 9437.05%-9422.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $331 | $4,991-93.4% | $4,170-92.1% | $6,690-95.1% |
| Admin fee / account holder | $33 | $9,882-99.7% | $7,668-99.6% | $13,400-99.8% |