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 | $5,492 | $154,228-96.4% | $145,433-96.2% | $137,256-96.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 457.34% | 74.59%+382.8pp | 66.58%+390.8pp | 220.34%+237.0pp |
| Employer contribution / active EE | $1,700 | $4,804-64.6% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $2,010 | $8,216-75.5% | $7,897-74.5% | $6,407-68.6% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-99.9% |