Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $818 | $51,638-98.4% | $68,368-98.8% | $82,448-99.0% |
| Participation rate | 61.2% | 63.6%-2.4pp | 73.8%-12.6pp | 68.1%-6.9pp |
| Annual return | 319.36% | 37.53%+281.8pp | 292.57%+26.8pp | 41.64%+277.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $510 | $2,914-82.5% | $4,123-87.6% | $4,139-87.7% |
| Admin fee / account holder | $58 | $4,643-98.8% | $5,150-98.9% | $7,234-99.2% |