Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,199 | $95,406-93.5% | $185,849-96.7% | $85,847-92.8% |
| Participation rate | 22.6% | 68.8%-46.2pp | 81.7%-59.1pp | 69.3%-46.7pp |
| Annual return | 16.05% | 23.59%-7.5pp | 122.10%-106.0pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $263 | $3,424-92.3% | $5,569-95.3% | $3,952-93.4% |
| Admin fee / account holder | $3 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |