Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,759 | $154,193-97.6% | $130,045-97.1% | $139,466-97.3% |
| Participation rate | 9.1% | 82.0%-72.9pp | 78.5%-69.4pp | 80.3%-71.2pp |
| Annual return | 88.64% | 32.51%+56.1pp | -137.30%+225.9pp | 373.66%-285.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $274 | $6,709-95.9% | $5,820-95.3% | $6,712-95.9% |
| Admin fee / account holder | $8 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |