Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,100 | $165,361-89.7% | $149,715-88.6% | $158,950-89.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 228.06% | 348.24%-120.2pp | 276.66%-48.6pp | 302.91%-74.8pp |
| Employer contribution / active EE | $13 | $5,103-99.7% | $4,645-99.7% | $4,762-99.7% |
| Participant deferral / active EE | $2,456 | $7,182-65.8% | $6,842-64.1% | $5,983-58.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |