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 | $186,975 | $183,592+1.8% | $155,567+20.2% | $145,959+28.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 356.66% | 61.24%+295.4pp | 64.74%+291.9pp | 561.95%-205.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $930 | $6,464-85.6% | $5,628-83.5% | $6,689-86.1% |
| Admin fee / account holder | $170 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |