Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $244,836 | $150,446+62.7% | $136,297+79.6% | $147,585+65.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,000 | $5,256-81.0% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $1,250 | $6,631-81.1% | $6,247-80.0% | $5,439-77.0% |
| Admin fee / account holder | $185 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |