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 | $2,478 | $77,638-96.8% | $156,551-98.4% | $62,881-96.1% |
| Participation rate | 25.7% | 71.2%-45.5pp | 84.0%-58.3pp | 69.3%-43.6pp |
| Annual return | 138.53% | 50.33%+88.2pp | 32.23%+106.3pp | 20.14%+118.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $464 | $3,046-84.8% | $4,871-90.5% | $3,203-85.5% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |