Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,602 | $34,316-83.7% | $74,722-92.5% | $72,975-92.3% |
| Participation rate | 3.8% | 42.4%-38.7pp | 54.5%-50.7pp | 69.5%-65.7pp |
| Annual return | 28.22% | 26.58%+1.6pp | 753.11%-724.9pp | 81.01%-52.8pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $168 | $1,272-86.8% | $1,963-91.5% | $3,608-95.4% |
| Admin fee / account holder | $86 | $2,125-96.0% | $3,335-97.4% | $5,124-98.3% |