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 | $6,324 | $176,105-96.4% | $159,474-96.0% | $167,536-96.2% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 15.73% | 331.91%-316.2pp | 263.68%-247.9pp | 478.82%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,513 | $7,751-80.5% | $7,353-79.4% | $6,342-76.1% |
| Admin fee / account holder | $160 | $12,559-98.7% | $10,802-98.5% | $12,315-98.7% |