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 | $11,509 | $60,139-80.9% | $90,461-87.3% | $79,856-85.6% |
| Participation rate | 3.6% | 65.0%-61.4pp | 72.7%-69.1pp | 69.6%-66.1pp |
| Annual return | 12.28% | 71.96%-59.7pp | 1294.76%-1282.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $357 | $2,939-87.8% | $3,964-91.0% | $3,741-90.5% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |