Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,093 | $99,031-95.9% | $86,597-95.3% | $147,585-97.2% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 49.21% | 1312.56%-1263.4pp | 964.96%-915.8pp | 578.57%-529.4pp |
| Employer contribution / active EE | $275 | $3,132-91.2% | $2,840-90.3% | $4,876-94.4% |
| Participant deferral / active EE | $325 | $3,972-91.8% | $3,609-91.0% | $5,439-94.0% |
| Admin fee / account holder | $14 | $5,711-99.8% | $4,906-99.7% | $10,885-99.9% |