Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,375 | $96,508-98.6% | $75,901-98.2% | $152,897-99.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.5%-49.1pp |
| Annual return | 26.46% | 33.99%-7.5pp | 30.76%-4.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $403 | $4,554-91.1% | $3,603-88.8% | $5,851-93.1% |
| Admin fee / account holder | $20 | $8,081-99.8% | $5,420-99.6% | $11,599-99.8% |