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 | $4,881 | $70,684-93.1% | $169,390-97.1% | $75,173-93.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.2%-32.0pp | 67.2%-22.0pp |
| Annual return | 47.34% | 36.38%+11.0pp | 406.07%-358.7pp | 160.72%-113.4pp |
| Employer contribution / active EE | $661 | $2,211-70.1% | $4,013-83.5% | $2,671-75.2% |
| Participant deferral / active EE | $1,259 | $4,310-70.8% | $6,222-79.8% | $4,126-69.5% |
| Admin fee / account holder | $4 | $5,404-99.9% | $9,015-100.0% | $5,651-99.9% |