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.
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 | $1,058 | $76,634-98.6% | $56,054-98.1% | $145,978-99.3% |
| Participation rate | 5.0% | 63.2%-58.2pp | 52.5%-47.5pp | 80.3%-75.3pp |
| Annual return | 15.85% | 3004.33%-2988.5pp | 1705.95%-1690.1pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $46 | $2,622-98.3% | $1,952-97.7% | $6,690-99.3% |
| Admin fee / account holder | $4 | $3,321-99.9% | $2,822-99.9% | $13,400-100.0% |