Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,393-100.0% | $87,103-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.9%-76.9pp | 82.5%-82.5pp |
| Annual return | 2674.25% | 28.10%+2646.2pp | 28.19%+2646.1pp | 345.46%+2328.8pp |
| Employer contribution / active EE | $126 | $3,221-96.1% | $2,521-95.0% | $4,764-97.4% |
| Participant deferral / active EE | $2,269 | $4,778-52.5% | $4,049-44.0% | $5,851-61.2% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |