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 | $8,320 | $105,198-92.1% | $159,455-94.8% | $85,856-90.3% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 13.32% | 45.08%-31.8pp | 263.63%-250.3pp | 318.58%-305.3pp |
| Employer contribution / active EE | $903 | $3,319-72.8% | $4,830-81.3% | $2,565-64.8% |
| Participant deferral / active EE | $1,162 | $5,946-80.4% | $7,353-84.2% | $3,952-70.6% |
| Admin fee / account holder | $64 | $6,934-99.1% | $10,800-99.4% | $6,261-99.0% |