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 | $764 | $68,097-98.9% | $62,929-98.8% | $137,256-99.4% |
| Participation rate | 45.0% | 77.4%-32.4pp | 73.1%-28.1pp | 80.0%-35.0pp |
| Annual return | 11.68% | 1859.11%-1847.4pp | 1063.93%-1052.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $70 | $4,553-98.5% | $3,888-98.2% | $6,407-98.9% |
| Admin fee / account holder | $189 | $6,521-97.1% | $5,065-96.3% | $12,270-98.5% |