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 | $4,515 | $102,595-95.6% | $94,057-95.2% | $154,746-97.1% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 21.04% | 583.42%-562.4pp | 480.62%-459.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $814 | $3,147-74.1% | $2,933-72.2% | $4,379-81.4% |
| Participant deferral / active EE | $995 | $5,118-80.6% | $4,709-78.9% | $6,730-85.2% |
| Admin fee / account holder | $26 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |