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.
Participant 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 | $6,183 | $51,642-88.0% | $129,384-95.2% | $80,935-92.4% |
| Participation rate | 3.4% | 56.9%-53.5pp | 69.6%-66.2pp | 67.7%-64.2pp |
| Annual return | 15.47% | 20.78%-5.3pp | 9461.77%-9446.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $62 | $2,670-97.7% | $4,166-98.5% | $4,299-98.6% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |