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 | $443 | $100,203-99.6% | $85,240-99.5% | $145,897-99.7% |
| Participation rate | 60.9% | 74.1%-13.2pp | 67.5%-6.7pp | 80.3%-19.4pp |
| Annual return | 12.12% | 84.28%-72.2pp | 66.75%-54.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $288 | $5,299-94.6% | $4,527-93.6% | $6,689-95.7% |
| Admin fee / account holder | $276 | $7,265-96.2% | $6,165-95.5% | $13,390-97.9% |