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.
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 | $12,397 | $150,447-91.8% | $136,298-90.9% | $147,586-91.6% |
| Participation rate | 31.3% | 84.4%-53.2pp | 81.9%-50.7pp | 82.8%-51.6pp |
| Annual return | 34.21% | 1049.15%-1014.9pp | 5156.27%-5122.1pp | 578.59%-544.4pp |
| Employer contribution / active EE | $896 | $5,256-83.0% | $4,696-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $1,976 | $6,631-70.2% | $6,247-68.4% | $5,439-63.7% |
| Admin fee / account holder | $27 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |