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 | $5,213 | $227,566-97.7% | $189,558-97.2% | $167,518-96.9% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.5%-48.5pp | 82.1%-52.1pp |
| Annual return | 12.66% | 78.43%-65.8pp | 64.19%-51.5pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $351 | $7,002-95.0% | $6,174-94.3% | $6,342-94.5% |
| Admin fee / account holder | $83 | $11,881-99.3% | $9,809-99.2% | $12,312-99.3% |