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.
Employer 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 | $809 | $76,519-98.9% | $56,025-98.6% | $145,897-99.4% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.1pp | 80.3%-16.7pp |
| Annual return | 13.12% | 3017.03%-3003.9pp | 1712.69%-1699.6pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $223 | $2,624-91.5% | $1,955-88.6% | $6,689-96.7% |
| Admin fee / account holder | $21 | $3,331-99.4% | $2,828-99.3% | $13,390-99.8% |