Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,436 | $63,346-93.0% | $92,240-95.2% | $70,126-93.7% |
| Participation rate | 31.0% | 68.7%-37.7pp | 76.5%-45.5pp | 69.5%-38.6pp |
| Annual return | 2442.11% | 530.19%+1911.9pp | 176.29%+2265.8pp | 73.15%+2369.0pp |
| Employer contribution / active EE | $534 | $2,471-78.4% | $3,680-85.5% | $2,343-77.2% |
| Participant deferral / active EE | $782 | $2,854-72.6% | $3,897-79.9% | $3,332-76.5% |
| Admin fee / account holder | $7 | $3,841-99.8% | $5,194-99.9% | $4,645-99.8% |