Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $681 | $39,028-98.3% | $80,741-99.2% | $85,856-99.2% |
| Participation rate | 2.6% | 41.6%-39.0pp | 54.2%-51.6pp | 69.3%-66.8pp |
| Annual return | 36.09% | 26.31%+9.8pp | 87.30%-51.2pp | 318.58%-282.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13 | $1,326-99.0% | $2,145-99.4% | $3,952-99.7% |
| Admin fee / account holder | $2 | $2,429-99.9% | $3,380-99.9% | $6,261-100.0% |