Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Employer 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 | $2,216 | $96,691-97.7% | $86,656-97.4% | $139,487-98.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 34.81% | 106.87%-72.1pp | 593.09%-558.3pp | 373.84%-339.0pp |
| Employer contribution / active EE | $267 | $3,267-91.8% | $3,025-91.2% | $4,755-94.4% |
| Participant deferral / active EE | $867 | $4,838-82.1% | $4,439-80.5% | $6,713-87.1% |
| Admin fee / account holder | $13 | $6,414-99.8% | $5,619-99.8% | $11,407-99.9% |