Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer 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 | $2,523 | $223,823-98.9% | $211,142-98.8% | $154,746-98.4% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,245 | $9,750-66.7% | $9,284-65.1% | $6,730-51.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |