Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147 | $198,462-99.9% | $170,439-99.9% | $147,585-99.9% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 26.04% | 257.30%-231.3pp | 205.94%-179.9pp | 578.58%-552.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $34 | $5,629-99.4% | $4,939-99.3% | $5,439-99.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |