Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $159,025 | $96,123+65.4% | $77,361+105.6% | $198,609-19.9% |
| Participation rate | 33.3% | 81.1%-47.8pp | 75.0%-41.6pp | 82.4%-49.0pp |
| Annual return | 641.28% | 2054.81%-1413.5pp | 1011.54%-370.3pp | 202.70%+438.6pp |
| Employer contribution / active EE | $616 | $3,791-83.8% | $2,990-79.4% | $5,055-87.8% |
| Participant deferral / active EE | $1,539 | $4,975-69.1% | $3,911-60.6% | $6,977-77.9% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |