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 | $4,700 | $96,691-95.1% | $86,656-94.6% | $139,487-96.6% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 77.39% | 106.87%-29.5pp | 593.09%-515.7pp | 373.84%-296.5pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,995 | $4,838-58.8% | $4,439-55.1% | $6,713-70.3% |
| Admin fee / account holder | $9 | $6,414-99.9% | $5,619-99.8% | $11,407-99.9% |