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.
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 | $8,866 | $108,701-91.8% | $74,723-88.1% | $152,909-94.2% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 26.98% | 114.12%-87.1pp | 753.18%-726.2pp | 345.46%-318.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,101 | $2,709-59.4% | $1,962-43.9% | $5,851-81.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |