Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,842 | $90,607-98.0% | $79,467-97.7% | $135,380-98.6% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | 0.81% | 977.74%-976.9pp | 718.30%-717.5pp | 519.81%-519.0pp |
| Employer contribution / active EE | $51 | $3,068-98.3% | $2,800-98.2% | $4,779-98.9% |
| Participant deferral / active EE | $51 | $4,050-98.7% | $3,704-98.6% | $5,609-99.1% |
| Admin fee / account holder | $8 | $5,895-99.9% | $5,104-99.8% | $10,828-99.9% |