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 | $9,482 | $85,766-88.9% | $136,298-93.0% | $70,126-86.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 4451.55% | 31.46%+4420.1pp | 5156.27%-704.7pp | 73.15%+4378.4pp |
| Employer contribution / active EE | $5,211 | $2,966+75.7% | $4,696+11.0% | $2,343+122.5% |
| Participant deferral / active EE | $1,701 | $5,051-66.3% | $6,247-72.8% | $3,332-49.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |