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 | $7,888 | $63,346-87.5% | $92,240-91.4% | $70,126-88.8% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 32.44% | 530.19%-497.7pp | 176.29%-143.8pp | 73.15%-40.7pp |
| Employer contribution / active EE | $820 | $2,471-66.8% | $3,680-77.7% | $2,343-65.0% |
| Participant deferral / active EE | $958 | $2,854-66.4% | $3,897-75.4% | $3,332-71.2% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |