Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,529 | $150,447-85.0% | $136,298-83.5% | $147,586-84.7% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 26.92% | 1049.15%-1022.2pp | 5156.27%-5129.3pp | 578.59%-551.7pp |
| Employer contribution / active EE | $347 | $5,256-93.4% | $4,696-92.6% | $4,876-92.9% |
| Participant deferral / active EE | $4,292 | $6,631-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |