Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,105 | $109,872-95.4% | $98,483-94.8% | $167,536-97.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 58.42% | 1959.31%-1900.9pp | 1494.38%-1436.0pp | 478.82%-420.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,367 | $4,673+14.8% | $4,276+25.5% | $6,342-15.4% |
| Admin fee / account holder | $11 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |