Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,217 | $82,674-86.4% | $125,363-91.1% | $68,495-83.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 82.4%-60.2pp | 67.9%-45.7pp |
| Annual return | 121.97% | -5.97%+127.9pp | 572.15%-450.2pp | -7.84%+129.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $935 | $6,111-84.7% | $7,447-87.4% | $4,028-76.8% |
| Admin fee / account holder | $87 | $6,276-98.6% | $10,005-99.1% | $5,403-98.4% |