Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,991 | $197,819-92.4% | $155,789-90.4% | $125,389-88.0% |
| Participation rate | 64.7% | 82.1%-17.4pp | 76.1%-11.4pp | 83.2%-18.5pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $279 | $4,850-94.3% | $3,839-92.7% | $4,866-94.3% |
| Participant deferral / active EE | $9,761 | $5,631+73.3% | $4,798+103.5% | $5,352+82.4% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |