Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,230 | $53,162-86.4% | $91,227-92.1% | $68,490-89.4% |
| Participation rate | 29.2% | 63.2%-34.0pp | 73.2%-44.0pp | 67.9%-38.7pp |
| Annual return | 86.13% | -3.14%+89.3pp | 114.14%-28.0pp | -7.85%+94.0pp |
| Employer contribution / active EE | $502 | $1,709-70.6% | $2,851-82.4% | $2,597-80.7% |
| Participant deferral / active EE | $654 | $2,974-78.0% | $4,234-84.6% | $4,028-83.8% |
| Admin fee / account holder | $205 | $4,493-95.4% | $5,423-96.2% | $5,403-96.2% |