Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,636 | $30,421-88.0% | $56,077-93.5% | $74,429-95.1% |
| Participation rate | 0.6% | 32.9%-32.3pp | 52.5%-51.9pp | 67.2%-66.7pp |
| Annual return | 17.34% | 24.94%-7.6pp | 1709.28%-1691.9pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8 | $1,175-99.3% | $1,954-99.6% | $4,348-99.8% |
| Admin fee / account holder | $13 | $2,363-99.4% | $2,825-99.5% | $1,944-99.3% |