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 | $428 | $110,629-99.6% | $80,784-99.5% | $167,553-99.7% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | 25.12% | 120.58%-95.5pp | 87.31%-62.2pp | 478.89%-453.8pp |
| Employer contribution / active EE | $72 | $1,543-95.4% | $1,160-93.8% | $4,840-98.5% |
| Participant deferral / active EE | $72 | $2,871-97.5% | $2,145-96.7% | $6,343-98.9% |
| Admin fee / account holder | $7 | $4,547-99.8% | $3,380-99.8% | $12,316-99.9% |