Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,580 | $100,938-95.5% | $90,461-94.9% | $158,982-97.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 31.03% | 1727.20%-1696.2pp | 1294.76%-1263.7pp | 302.99%-272.0pp |
| Employer contribution / active EE | $175 | $3,691-95.3% | $3,264-94.6% | $4,763-96.3% |
| Participant deferral / active EE | $405 | $4,350-90.7% | $3,964-89.8% | $5,983-93.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |