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 | $4,085 | $85,766-95.2% | $136,297-97.0% | $70,124-94.2% |
| Participation rate | 67.2% | 74.2%-6.9pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 769.32% | 31.45%+737.9pp | 5156.19%-4386.9pp | 73.14%+696.2pp |
| Employer contribution / active EE | $1,063 | $2,966-64.2% | $4,696-77.4% | $2,342-54.6% |
| Participant deferral / active EE | $1,427 | $5,051-71.7% | $6,247-77.2% | $3,332-57.2% |
| Admin fee / account holder | $83 | $5,420-98.5% | $9,244-99.1% | $4,645-98.2% |