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 | $14,910 | $171,867-91.3% | $149,721-90.0% | $147,586-89.9% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 151.84% | 2113.36%-1961.5pp | 1501.67%-1349.8pp | 578.59%-426.8pp |
| Employer contribution / active EE | $458 | $6,275-92.7% | $5,444-91.6% | $4,876-90.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $59 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |