Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,006 | $96,678-92.8% | $86,640-91.9% | $139,466-95.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 24.01% | 106.69%-82.7pp | 592.52%-568.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $609 | $3,265-81.4% | $3,024-79.9% | $4,754-87.2% |
| Participant deferral / active EE | $762 | $4,837-84.3% | $4,438-82.8% | $6,712-88.7% |
| Admin fee / account holder | $3 | $6,410-100.0% | $5,616-99.9% | $11,409-100.0% |