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.
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 | $5,694 | $156,963-96.4% | $121,204-95.3% | $139,466-95.9% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.5%-57.0pp | 80.3%-67.8pp |
| Annual return | 13.93% | 1476.75%-1462.8pp | 987.18%-973.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $163 | $4,848-96.6% | $4,083-96.0% | $6,712-97.6% |
| Admin fee / account holder | $64 | $6,953-99.1% | $5,651-98.9% | $11,409-99.4% |