Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,268 | $150,447-95.8% | $136,298-95.4% | $147,586-95.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.66% | 1049.15%-1027.5pp | 5156.27%-5134.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $960 | $5,256-81.7% | $4,696-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $480 | $6,631-92.8% | $6,247-92.3% | $5,439-91.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |