Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,478 | $64,359-94.6% | $90,161-96.1% | $70,126-95.0% |
| Participation rate | 67.9% | 70.4%-2.6pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 122.97% | 28.13%+94.8pp | 34.89%+88.1pp | 73.15%+49.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,456 | $4,389-66.8% | $5,287-72.5% | $3,332-56.3% |
| Admin fee / account holder | $288 | $3,945-92.7% | $5,943-95.1% | $4,645-93.8% |