Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,362 | $81,763-98.3% | $58,561-97.7% | $139,466-99.0% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 21.08% | 7427.77%-7406.7pp | 4251.33%-4230.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $103 | $1,398-92.7% | $1,053-90.3% | $4,754-97.8% |
| Participant deferral / active EE | $123 | $2,555-95.2% | $1,923-93.6% | $6,712-98.2% |
| Admin fee / account holder | $29 | $3,273-99.1% | $2,520-98.8% | $11,409-99.7% |