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 | $10,957 | $183,988-94.0% | $162,177-93.2% | $152,897-92.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 52.91% | 150.79%-97.9pp | 115.60%-62.7pp | 345.43%-292.5pp |
| Employer contribution / active EE | $2,497 | $6,370-60.8% | $5,613-55.5% | $4,764-47.6% |
| Participant deferral / active EE | $2,497 | $8,032-68.9% | $7,297-65.8% | $5,851-57.3% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |