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 | $5,137 | $167,415-96.9% | $140,514-96.3% | $198,609-97.4% |
| Participation rate | 20.0% | 80.9%-60.9pp | 77.8%-57.8pp | 82.4%-62.4pp |
| Annual return | 5.24% | 13.85%-8.6pp | 14.36%-9.1pp | 202.70%-197.5pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $571 | $5,579-89.8% | $4,919-88.4% | $6,977-91.8% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |