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.
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 | $3,152 | $88,754-96.4% | $81,820-96.1% | $145,877-97.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 31.40% | 1031.77%-1000.4pp | 777.93%-746.5pp | 551.28%-519.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,174 | $4,648-74.7% | $4,323-72.8% | $6,691-82.5% |
| Admin fee / account holder | $10 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |