Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,612 | $43,133-87.0% | $89,435-93.7% | $73,497-92.4% |
| Participation rate | 1.0% | 55.0%-54.0pp | 68.0%-67.0pp | 70.7%-69.7pp |
| Annual return | 43.22% | 135.66%-92.4pp | 245.55%-202.3pp | 28.51%+14.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $22 | $2,445-99.1% | $3,890-99.4% | $3,740-99.4% |
| Admin fee / account holder | $17 | $444-96.2% | $4,884-99.7% | $513-96.7% |