Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $865 | $87,878-99.0% | $97,411-99.1% | $82,637-99.0% |
| Participation rate | 16.7% | 75.6%-58.9pp | 80.4%-63.7pp | 68.1%-51.4pp |
| Annual return | 69.13% | 54.63%+14.5pp | 34.72%+34.4pp | 53.51%+15.6pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $162 | $5,525-97.1% | $5,886-97.2% | $4,126-96.1% |
| Admin fee / account holder | $174 | $6,743-97.4% | $7,145-97.6% | $7,339-97.6% |