Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,931 | $150,346-92.1% | $120,524-90.1% | $145,877-91.8% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 17.14% | 154.40%-137.3pp | 107.36%-90.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $967 | $4,353-77.8% | $3,469-72.1% | $4,663-79.3% |
| Participant deferral / active EE | $1,163 | $6,172-81.2% | $4,994-76.7% | $6,691-82.6% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |