Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,687 | $124,187-92.2% | $108,410-91.1% | $167,518-94.2% |
| Participation rate | 30.4% | 82.3%-51.9pp | 80.1%-49.7pp | 82.1%-51.7pp |
| Annual return | 14.09% | 1379.80%-1365.7pp | 905.34%-891.3pp | 478.71%-464.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $584 | $6,908-91.5% | $6,562-91.1% | $6,342-90.8% |
| Admin fee / account holder | $8 | $9,456-99.9% | $7,296-99.9% | $12,312-99.9% |