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 | $15,027 | $157,296-90.4% | $141,191-89.4% | $152,897-90.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 198.65% | 64.34%+134.3pp | 71.41%+127.2pp | 345.43%-146.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,139 | $7,111-84.0% | $6,710-83.0% | $5,851-80.5% |
| Admin fee / account holder | $240 | $12,125-98.0% | $10,264-97.7% | $11,599-97.9% |