Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $809 | $95,406-99.2% | $185,849-99.6% | $85,847-99.1% |
| Participation rate | 18.8% | 68.8%-50.0pp | 81.7%-63.0pp | 69.3%-50.6pp |
| Annual return | 72.55% | 23.59%+49.0pp | 122.10%-49.5pp | 318.61%-246.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $186 | $3,424-94.6% | $5,569-96.7% | $3,952-95.3% |
| Admin fee / account holder | $16 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |