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 | $3,873 | $149,040-97.4% | $120,225-96.8% | $137,256-97.2% |
| Participation rate | 8.3% | 75.4%-67.1pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 33.55% | 605.68%-572.1pp | 439.23%-405.7pp | 220.34%-186.8pp |
| Employer contribution / active EE | $4 | $4,350-99.9% | $3,475-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $154 | $4,655-96.7% | $3,999-96.2% | $6,407-97.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |