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.
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 | $760 | $100,911-99.2% | $90,440-99.2% | $158,966-99.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 13.27% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $18 | $3,690-99.5% | $3,263-99.4% | $4,762-99.6% |
| Participant deferral / active EE | $764 | $4,348-82.4% | $3,964-80.7% | $5,983-87.2% |
| Admin fee / account holder | $19 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |