Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,763 | $156,927-98.9% | $121,169-98.5% | $139,456-98.7% |
| Participation rate | 38.5% | 76.4%-38.0pp | 69.5%-31.1pp | 80.3%-41.9pp |
| Annual return | 28.82% | 1475.85%-1447.0pp | 986.71%-957.9pp | 373.45%-344.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $449 | $4,848-90.7% | $4,083-89.0% | $6,711-93.3% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |