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 | $9,603 | $185,225-94.8% | $142,898-93.3% | $167,536-94.3% |
| Participation rate | 5.3% | 78.5%-73.2pp | 72.0%-66.7pp | 82.1%-76.8pp |
| Annual return | 18.76% | 8558.12%-8539.4pp | 5639.64%-5620.9pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $489 | $4,496-89.1% | $3,838-87.2% | $6,342-92.3% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |