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 | $2,362 | $100,938-97.7% | $90,461-97.4% | $158,982-98.5% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.9pp |
| Annual return | 80.63% | 1727.20%-1646.6pp | 1294.76%-1214.1pp | 302.99%-222.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,116 | $4,350-74.3% | $3,964-71.9% | $5,983-81.3% |
| Admin fee / account holder | $48 | $6,510-99.3% | $5,617-99.1% | $11,252-99.6% |