Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $886 | $27,936-96.8% | $58,561-98.5% | $75,173-98.8% |
| Participation rate | 69.4% | 38.8%+30.5pp | 50.9%+18.5pp | 67.2%+2.2pp |
| Annual return | 24.11% | 44.21%-20.1pp | 4251.33%-4227.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $228 | $1,202-81.1% | $1,923-88.2% | $4,126-94.5% |
| Admin fee / account holder | $6 | $1,727-99.7% | $2,520-99.8% | $5,651-99.9% |