Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,646 | $156,927-97.0% | $121,169-96.2% | $139,456-96.7% |
| Participation rate | 23.1% | 76.4%-53.4pp | 69.5%-46.4pp | 80.3%-57.3pp |
| Annual return | 21.47% | 1475.85%-1454.4pp | 986.71%-965.2pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $581 | $4,848-88.0% | $4,083-85.8% | $6,711-91.3% |
| Admin fee / account holder | $38 | $6,946-99.5% | $5,645-99.3% | $11,407-99.7% |