Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,411 | $110,551-95.1% | $80,741-93.3% | $167,536-96.8% |
| Participation rate | 5.0% | 64.0%-59.0pp | 54.2%-49.2pp | 82.1%-77.1pp |
| Annual return | 17.69% | 120.57%-102.9pp | 87.30%-69.6pp | 478.82%-461.1pp |
| Employer contribution / active EE | $40 | $1,543-97.4% | $1,160-96.6% | $4,839-99.2% |
| Participant deferral / active EE | $60 | $2,870-97.9% | $2,145-97.2% | $6,342-99.1% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |