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 | $763 | $28,624-97.3% | $53,647-98.6% | $82,637-99.1% |
| Participation rate | 12.5% | 47.3%-34.8pp | 56.3%-43.8pp | 68.1%-55.6pp |
| Annual return | 335.54% | 664.98%-329.4pp | 358.33%-22.8pp | 53.51%+282.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $87 | $1,196-92.7% | $1,813-95.2% | $4,126-97.9% |
| Admin fee / account holder | $17 | $2,022-99.1% | $2,460-99.3% | $7,339-99.8% |