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 | $20,000 | $209,888-90.5% | $189,545-89.4% | $167,553-88.1% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 13.11% | 748.66%-735.6pp | 555.36%-542.2pp | 478.89%-465.8pp |
| Employer contribution / active EE | $2,359 | $6,915-65.9% | $6,162-61.7% | $4,840-51.3% |
| Participant deferral / active EE | $2,240 | $8,934-74.9% | $8,220-72.8% | $6,343-64.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |