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 | $74,023 | $150,207-50.7% | $120,380-38.5% | $145,978-49.3% |
| Participation rate | 4.3% | 78.8%-74.4pp | 71.9%-67.6pp | 80.3%-75.9pp |
| Annual return | 13.15% | 154.28%-141.1pp | 107.28%-94.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $95 | $4,351-97.8% | $3,465-97.3% | $4,662-98.0% |
| Participant deferral / active EE | $108 | $6,175-98.2% | $4,992-97.8% | $6,690-98.4% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |