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 | $11,418 | $86,288-86.8% | $111,306-89.7% | $85,851-86.7% |
| Participation rate | 11.1% | 73.3%-62.2pp | 77.3%-66.2pp | 69.3%-58.2pp |
| Annual return | 19.15% | 19.99%-0.8pp | 54.67%-35.5pp | 318.63%-299.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $319 | $3,641-91.2% | $4,488-92.9% | $3,952-91.9% |
| Admin fee / account holder | $38 | $8,189-99.5% | $7,966-99.5% | $6,261-99.4% |