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 | $402 | $76,522-99.5% | $56,033-99.3% | $145,884-99.7% |
| Participation rate | 68.4% | 63.2%+5.2pp | 52.5%+15.9pp | 80.3%-11.9pp |
| Annual return | 13.79% | 3014.28%-3000.5pp | 1711.38%-1697.6pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $194 | $2,624-92.6% | $1,954-90.1% | $6,690-97.1% |
| Admin fee / account holder | $18 | $3,328-99.5% | $2,827-99.4% | $13,392-99.9% |