Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
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 | $1,967 | $176,402-98.9% | $134,162-98.5% | $158,982-98.8% |
| Participation rate | 18.8% | 78.7%-60.0pp | 72.2%-53.4pp | 82.0%-63.2pp |
| Annual return | 36.15% | 63.66%-27.5pp | 36.35%-0.2pp | 302.99%-266.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $213 | $4,093-94.8% | $3,500-93.9% | $5,983-96.4% |
| Admin fee / account holder | $7 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |