Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,364 | $176,077-95.8% | $159,455-95.4% | $167,518-95.6% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 10.58% | 331.83%-321.3pp | 263.63%-253.1pp | 478.71%-468.1pp |
| Employer contribution / active EE | $1,279 | $5,298-75.9% | $4,830-73.5% | $4,838-73.6% |
| Participant deferral / active EE | $2,112 | $7,751-72.8% | $7,353-71.3% | $6,342-66.7% |
| Admin fee / account holder | $129 | $12,556-99.0% | $10,800-98.8% | $12,312-99.0% |