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 | $26,620 | $202,342-86.8% | $172,752-84.6% | $152,897-82.6% |
| Participation rate | 9.1% | 87.1%-78.0pp | 82.6%-73.6pp | 82.5%-73.4pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,727 | $5,858-70.5% | $5,144-66.4% | $4,764-63.7% |
| Participant deferral / active EE | $693 | $5,948-88.4% | $5,198-86.7% | $5,851-88.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |