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.
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 | $7,191 | $180,749-96.0% | $160,784-95.5% | $137,256-94.8% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 23.40% | 2234.46%-2211.1pp | 1803.92%-1780.5pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $202 | $6,844-97.1% | $6,293-96.8% | $6,407-96.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |