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 | $7,047 | $100,901-93.0% | $75,501-90.7% | $147,586-95.2% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.4%-5.7pp | 82.8%-16.2pp |
| Annual return | 48.89% | 35.78%+13.1pp | 27.35%+21.5pp | 578.59%-529.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,623 | $4,027-10.0% | $3,142+15.3% | $5,439-33.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |