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 | $36,175 | $144,124-74.9% | $117,857-69.3% | $147,585-75.5% |
| Participation rate | 31.3% | 83.4%-52.2pp | 79.7%-48.4pp | 82.8%-51.6pp |
| Annual return | 13.91% | 531.17%-517.3pp | 335.09%-321.2pp | 578.57%-564.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $275 | $5,316-94.8% | $4,482-93.9% | $5,439-94.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |