Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,708 | $76,522-92.5% | $56,033-89.8% | $145,884-96.1% |
| Participation rate | 10.5% | 63.2%-52.7pp | 52.5%-42.0pp | 80.3%-69.8pp |
| Annual return | 16.28% | 3014.28%-2998.0pp | 1711.38%-1695.1pp | 551.85%-535.6pp |
| Employer contribution / active EE | $36 | $1,382-97.4% | $1,041-96.5% | $4,662-99.2% |
| Participant deferral / active EE | $82 | $2,624-96.9% | $1,954-95.8% | $6,690-98.8% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |