Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,219 | $150,447-87.2% | $136,298-85.9% | $147,586-87.0% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 19.65% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $452 | $5,256-91.4% | $4,696-90.4% | $4,876-90.7% |
| Participant deferral / active EE | $2,681 | $6,631-59.6% | $6,247-57.1% | $5,439-50.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |