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 | $2,898 | $52,450-94.5% | $129,397-97.8% | $74,429-96.1% |
| Participation rate | 1.9% | 53.8%-51.9pp | 69.6%-67.7pp | 67.2%-65.3pp |
| Annual return | 26.86% | 15.65%+11.2pp | 9453.98%-9427.1pp | 1368.38%-1341.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $59 | $2,797-97.9% | $4,167-98.6% | $4,348-98.6% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,679-100.0% | $1,944-100.0% |