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 | $9,714 | $160,040-93.9% | $147,096-93.4% | $145,877-93.3% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 14707.41% | 98.49%+14608.9pp | 419.75%+14287.7pp | 551.28%+14156.1pp |
| Employer contribution / active EE | $1,207 | $5,289-77.2% | $4,936-75.5% | $4,663-74.1% |
| Participant deferral / active EE | $2,196 | $8,429-73.9% | $8,071-72.8% | $6,691-67.2% |
| Admin fee / account holder | $48 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |