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 | $168 | $88,702-99.8% | $81,780-99.8% | $145,978-99.9% |
| Participation rate | 38.9% | 75.0%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 11.36% | 1029.12%-1017.8pp | 776.27%-764.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6 | $4,645-99.9% | $4,321-99.9% | $6,690-99.9% |
| Admin fee / account holder | $1 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |