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 | $1,166 | $73,421-98.4% | $66,439-98.2% | $155,188-99.2% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 205.53% | 1382.37%-1176.8pp | 757.66%-552.1pp | 148.84%+56.7pp |
| Employer contribution / active EE | $500 | $3,039-83.5% | $2,637-81.0% | $4,248-88.2% |
| Participant deferral / active EE | $463 | $4,680-90.1% | $3,876-88.1% | $6,531-92.9% |
| Admin fee / account holder | $27 | $8,856-99.7% | $6,173-99.6% | $14,480-99.8% |