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 | $8,641 | $100,938-91.4% | $90,461-90.4% | $158,982-94.6% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 20.29% | 1727.20%-1706.9pp | 1294.76%-1274.5pp | 302.99%-282.7pp |
| Employer contribution / active EE | $478 | $3,691-87.1% | $3,264-85.4% | $4,763-90.0% |
| Participant deferral / active EE | $686 | $4,350-84.2% | $3,964-82.7% | $5,983-88.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |