Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,130 | $157,276-87.2% | $141,177-85.7% | $152,885-86.8% |
| Participation rate | 17.6% | 84.8%-67.2pp | 82.5%-64.8pp | 82.5%-64.8pp |
| Annual return | 710.42% | 64.33%+646.1pp | 71.40%+639.0pp | 345.39%+365.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $154 | $7,110-97.8% | $6,710-97.7% | $5,851-97.4% |
| Admin fee / account holder | $56 | $12,123-99.5% | $10,263-99.5% | $11,598-99.5% |