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.
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 | $1,584 | $176,402-99.1% | $134,162-98.8% | $158,966-99.0% |
| Participation rate | 4.8% | 78.7%-74.0pp | 72.2%-67.4pp | 82.0%-77.2pp |
| Annual return | 42.93% | 63.66%-20.7pp | 36.35%+6.6pp | 302.95%-260.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $37 | $4,093-99.1% | $3,500-98.9% | $5,983-99.4% |
| Admin fee / account holder | $9 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |