Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,633 | $209,874-79.7% | $189,537-77.5% | $167,536-74.6% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 665.87% | 748.61%-82.7pp | 555.34%+110.5pp | 478.82%+187.0pp |
| Employer contribution / active EE | $196 | $6,913-97.2% | $6,161-96.8% | $4,839-96.0% |
| Participant deferral / active EE | $783 | $8,934-91.2% | $8,220-90.5% | $6,342-87.6% |
| Admin fee / account holder | $22 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |