Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $721 | $109,359-99.3% | $162,177-99.6% | $72,975-99.0% |
| Participation rate | 10.0% | 84.3%-74.3pp | 87.6%-77.6pp | 69.5%-59.5pp |
| Annual return | 113.45% | 25.46%+88.0pp | 115.60%-2.2pp | 81.01%+32.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $100 | $5,481-98.2% | $7,297-98.6% | $3,608-97.2% |
| Admin fee / account holder | $2 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |