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.
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 | $4,101 | $100,911-95.9% | $90,440-95.5% | $158,966-97.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 108.59% | 1726.62%-1618.0pp | 1294.38%-1185.8pp | 302.95%-194.4pp |
| Employer contribution / active EE | $327 | $3,690-91.2% | $3,263-90.0% | $4,762-93.1% |
| Participant deferral / active EE | $655 | $4,348-84.9% | $3,964-83.5% | $5,983-89.1% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |