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 | $3,776 | $60,139-93.7% | $90,461-95.8% | $79,856-95.3% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 157.06% | 71.96%+85.1pp | 1294.76%-1137.7pp | 31.71%+125.3pp |
| Employer contribution / active EE | $238 | $2,069-88.5% | $3,264-92.7% | $2,471-90.4% |
| Participant deferral / active EE | $383 | $2,939-87.0% | $3,964-90.3% | $3,741-89.8% |
| Admin fee / account holder | $162 | $3,978-95.9% | $5,617-97.1% | $5,306-97.0% |