Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,088 | $91,179-98.8% | $178,499-99.4% | $79,852-98.6% |
| Participation rate | 12.0% | 69.2%-57.2pp | 81.9%-69.9pp | 69.6%-57.6pp |
| Annual return | 265.80% | 24.19%+241.6pp | 151.10%+114.7pp | 31.72%+234.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $140 | $3,236-95.7% | $5,202-97.3% | $3,740-96.3% |
| Admin fee / account holder | $2 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |