Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,773 | $138,102-92.9% | $125,381-92.2% | $134,532-92.7% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -20.55% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,273 | $5,245-75.7% | $4,815-73.6% | $4,741-73.2% |
| Participant deferral / active EE | $1,535 | $7,801-80.3% | $7,448-79.4% | $6,401-76.0% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |