Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,694 | $209,847-79.2% | $189,520-76.9% | $167,518-73.9% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 24.81% | 748.45%-723.6pp | 555.25%-530.4pp | 478.71%-453.9pp |
| Employer contribution / active EE | $1,187 | $6,913-82.8% | $6,161-80.7% | $4,838-75.5% |
| Participant deferral / active EE | $2,967 | $8,934-66.8% | $8,220-63.9% | $6,342-53.2% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |