Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,124 | $109,411-96.2% | $89,435-95.4% | $158,982-97.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 38.61% | 345.68%-307.1pp | 245.55%-206.9pp | 302.99%-264.4pp |
| Employer contribution / active EE | $468 | $3,173-85.3% | $2,587-81.9% | $4,763-90.2% |
| Participant deferral / active EE | $828 | $4,600-82.0% | $3,890-78.7% | $5,983-86.2% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |