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.
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 | $16,975 | $150,447-88.7% | $136,298-87.5% | $147,586-88.5% |
| Participation rate | 52.2% | 84.4%-32.2pp | 81.9%-29.7pp | 82.8%-30.7pp |
| Annual return | 181.18% | 1049.15%-868.0pp | 5156.27%-4975.1pp | 578.59%-397.4pp |
| Employer contribution / active EE | $1,348 | $5,256-74.4% | $4,696-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $945 | $6,631-85.7% | $6,247-84.9% | $5,439-82.6% |
| Admin fee / account holder | $104 | $10,906-99.0% | $9,244-98.9% | $10,886-99.0% |