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.
Employer 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 | $12,586 | $52,961-76.2% | $172,752-92.7% | $65,185-80.7% |
| Participation rate | 24.6% | 66.2%-41.6pp | 82.6%-58.1pp | 70.2%-45.6pp |
| Annual return | 239.16% | 30.12%+209.0pp | 802.97%-563.8pp | 29.38%+209.8pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $830 | $2,471-66.4% | $5,198-84.0% | $3,514-76.4% |
| Admin fee / account holder | $200 | $472-57.6% | $13,955-98.6% | $847-76.4% |