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 | $599 | $76,608-99.2% | $56,077-98.9% | $145,877-99.6% |
| Participation rate | 4.3% | 63.2%-58.9pp | 52.5%-48.2pp | 80.3%-76.0pp |
| Annual return | 21.10% | 3009.59%-2988.5pp | 1709.28%-1688.2pp | 551.28%-530.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8 | $2,624-99.7% | $1,954-99.6% | $6,691-99.9% |
| Admin fee / account holder | $2 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |