Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,473 | $60,128-87.6% | $90,440-91.7% | $79,852-90.6% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 20.50% | 71.95%-51.4pp | 1294.38%-1273.9pp | 31.72%-11.2pp |
| Employer contribution / active EE | $201 | $2,068-90.3% | $3,263-93.8% | $2,471-91.9% |
| Participant deferral / active EE | $224 | $2,939-92.4% | $3,964-94.3% | $3,740-94.0% |
| Admin fee / account holder | $16 | $3,977-99.6% | $5,615-99.7% | $5,306-99.7% |