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 | $2,065 | $156,398-98.7% | $147,318-98.6% | $138,895-98.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 52.12% | 78.75%-26.6pp | 70.43%-18.3pp | 145.39%-93.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $439 | $8,237-94.7% | $7,906-94.5% | $6,396-93.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |