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.
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 | $289 | $57,330-99.5% | $86,656-99.7% | $75,177-99.6% |
| Participation rate | 55.9% | 63.2%-7.3pp | 71.7%-15.8pp | 67.2%-11.3pp |
| Annual return | 50.47% | 2675.40%-2624.9pp | 593.09%-542.6pp | 160.75%-110.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $175 | $3,320-94.7% | $4,439-96.1% | $4,126-95.8% |
| Admin fee / account holder | $28 | $4,115-99.3% | $5,619-99.5% | $5,651-99.5% |