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 | $4,650 | $103,038-95.5% | $90,324-94.9% | $152,909-97.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 29.02% | 95.25%-66.2pp | 78.15%-49.1pp | 345.46%-316.4pp |
| Employer contribution / active EE | $376 | $3,141-88.0% | $2,856-86.8% | $4,764-92.1% |
| Participant deferral / active EE | $629 | $4,282-85.3% | $3,885-83.8% | $5,851-89.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |