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 | $810 | $76,519-98.9% | $56,025-98.6% | $145,897-99.4% |
| Participation rate | 38.5% | 63.2%-24.8pp | 52.5%-14.0pp | 80.3%-41.8pp |
| Annual return | 8.80% | 3017.03%-3008.2pp | 1712.69%-1703.9pp | 552.29%-543.5pp |
| Employer contribution / active EE | $96 | $1,383-93.1% | $1,042-90.8% | $4,663-98.0% |
| Participant deferral / active EE | $174 | $2,624-93.4% | $1,955-91.1% | $6,689-97.4% |
| Admin fee / account holder | $57 | $3,331-98.3% | $2,828-98.0% | $13,390-99.6% |