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 | $4,427 | $138,076-96.8% | $123,553-96.4% | $135,380-96.7% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | 752.65% | 153.70%+598.9pp | 119.21%+633.4pp | 519.81%+232.8pp |
| Employer contribution / active EE | $1,409 | $5,152-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $461 | $6,800-93.2% | $6,426-92.8% | $5,609-91.8% |
| Admin fee / account holder | $123 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |