Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $957 | $99,011-99.0% | $86,582-98.9% | $147,586-99.4% |
| Participation rate | 21.4% | 76.3%-54.9pp | 73.5%-52.1pp | 82.8%-61.4pp |
| Annual return | 23.08% | 1312.75%-1289.7pp | 965.08%-942.0pp | 578.59%-555.5pp |
| Employer contribution / active EE | $39 | $3,132-98.8% | $2,839-98.6% | $4,876-99.2% |
| Participant deferral / active EE | $164 | $3,972-95.9% | $3,609-95.5% | $5,439-97.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |