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 | $23,439 | $150,445-84.4% | $136,297-82.8% | $147,585-84.1% |
| Participation rate | 35.3% | 84.4%-49.1pp | 81.9%-46.6pp | 82.8%-47.5pp |
| Annual return | 20.69% | 1049.14%-1028.4pp | 5156.16%-5135.5pp | 578.57%-557.9pp |
| Employer contribution / active EE | $539 | $5,256-89.7% | $4,696-88.5% | $4,876-89.0% |
| Participant deferral / active EE | $2,478 | $6,631-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |