Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,552 | $89,225-98.3% | $136,072-98.9% | $74,459-97.9% |
| Participation rate | 2.5% | 69.4%-66.9pp | 76.4%-74.0pp | 67.2%-64.7pp |
| Annual return | 14.43% | 22.76%-8.3pp | 580.46%-566.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,216-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $24 | $4,597-99.5% | $7,028-99.7% | $4,350-99.5% |
| Admin fee / account holder | $177 | $1,545-88.5% | $6,718-97.4% | $1,945-90.9% |