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 | $8,396 | $47,135-82.2% | $149,717-94.4% | $74,440-88.7% |
| Participation rate | 8.8% | 63.4%-54.6pp | 78.8%-69.9pp | 70.7%-61.9pp |
| Annual return | 206.53% | 22.75%+183.8pp | 134.41%+72.1pp | 34.37%+172.2pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $433 | $2,728-84.1% | $5,682-92.4% | $4,529-90.4% |
| Admin fee / account holder | $240 | $343-30.0% | $13,213-98.2% | $348-31.1% |