Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,811 | $35,183-83.5% | $73,545-92.1% | $70,124-91.7% |
| Participation rate | 10.3% | 42.9%-32.6pp | 54.9%-44.6pp | 69.5%-59.2pp |
| Annual return | 53.35% | 26.90%+26.4pp | -15.16%+68.5pp | 73.14%-19.8pp |
| Employer contribution / active EE | $158 | $709-77.7% | $1,219-87.1% | $2,342-93.3% |
| Participant deferral / active EE | $197 | $1,220-83.8% | $1,806-89.1% | $3,332-94.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |