Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,356 | $48,570-86.9% | $130,660-95.1% | $72,975-91.3% |
| Participation rate | 35.9% | 58.6%-22.7pp | 71.7%-35.9pp | 69.5%-33.6pp |
| Annual return | 36.69% | 38.63%-1.9pp | 1709.29%-1672.6pp | 81.01%-44.3pp |
| Employer contribution / active EE | $364 | $1,334-72.7% | $4,092-91.1% | $2,440-85.1% |
| Participant deferral / active EE | $922 | $2,384-61.3% | $3,603-74.4% | $3,608-74.5% |
| Admin fee / account holder | $23 | $3,549-99.3% | $5,463-99.6% | $5,124-99.5% |