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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,336 | $106,280-66.8% | $96,538-63.4% | $139,487-74.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 2155.09% | 38.48%+2116.6pp | 35.74%+2119.4pp | 373.84%+1781.2pp |
| Employer contribution / active EE | $567 | $4,107-86.2% | $3,740-84.8% | $4,755-88.1% |
| Participant deferral / active EE | $1,135 | $5,457-79.2% | $4,880-76.8% | $6,713-83.1% |
| Admin fee / account holder | $127 | $7,888-98.4% | $6,737-98.1% | $11,407-98.9% |