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.
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 | $9,287 | $197,819-95.3% | $155,789-94.0% | $125,389-92.6% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $55 | $4,850-98.9% | $3,839-98.6% | $4,866-98.9% |
| Participant deferral / active EE | $2,640 | $5,631-53.1% | $4,798-45.0% | $5,352-50.7% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |