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 | $2,260 | $169,336-98.7% | $129,384-98.3% | $145,884-98.5% |
| Participation rate | 18.2% | 76.5%-58.3pp | 69.6%-51.5pp | 80.3%-62.1pp |
| Annual return | 16.84% | 14408.70%-14391.9pp | 9461.77%-9444.9pp | 551.85%-535.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $484 | $4,985-90.3% | $4,166-88.4% | $6,690-92.8% |
| Admin fee / account holder | $10 | $9,912-99.9% | $7,686-99.9% | $13,392-99.9% |