Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,052 | $104,106-92.3% | $71,086-88.7% | $135,379-94.1% |
| Participation rate | 5.3% | 65.7%-60.4pp | 54.7%-49.4pp | 82.6%-77.4pp |
| Annual return | -10.38% | 1256.30%-1266.7pp | 650.59%-661.0pp | 519.79%-530.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $251 | $2,527-90.1% | $1,874-86.6% | $5,609-95.5% |
| Admin fee / account holder | $52 | $4,142-98.7% | $3,082-98.3% | $10,828-99.5% |