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.
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 | $1,739 | $27,943-93.8% | $58,507-97.0% | $75,177-97.7% |
| Participation rate | 63.0% | 38.8%+24.2pp | 50.9%+12.2pp | 67.2%-4.2pp |
| Annual return | 28.06% | 44.22%-16.2pp | 4252.32%-4224.3pp | 160.75%-132.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $717 | $1,202-40.3% | $1,922-62.7% | $4,126-82.6% |
| Admin fee / account holder | $9 | $1,727-99.5% | $2,486-99.6% | $5,651-99.8% |