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.
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 | $1,843 | $107,363-98.3% | $92,909-98.0% | $152,897-98.8% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.5%-51.7pp |
| Annual return | 152.66% | 145.63%+7.0pp | 109.44%+43.2pp | 345.43%-192.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $647 | $4,848-86.7% | $4,238-84.7% | $5,851-88.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |