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 | $7,465 | $63,346-88.2% | $92,240-91.9% | $70,126-89.4% |
| Participation rate | 19.6% | 68.7%-49.0pp | 76.5%-56.8pp | 69.5%-49.9pp |
| Annual return | 23.41% | 530.19%-506.8pp | 176.29%-152.9pp | 73.15%-49.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $838 | $2,854-70.7% | $3,897-78.5% | $3,332-74.9% |
| Admin fee / account holder | $129 | $3,841-96.6% | $5,194-97.5% | $4,645-97.2% |