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 | $1,313 | $45,082-97.1% | $69,464-98.1% | $72,975-98.2% |
| Participation rate | 17.6% | 68.5%-50.8pp | 74.6%-57.0pp | 69.5%-51.8pp |
| Annual return | 126.02% | 22.66%+103.4pp | 28.98%+97.0pp | 81.01%+45.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $198 | $2,604-92.4% | $3,536-94.4% | $3,608-94.5% |
| Admin fee / account holder | $3 | $3,057-99.9% | $3,840-99.9% | $5,124-99.9% |