Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,969 | $58,099-94.9% | $76,872-96.1% | $75,173-96.1% |
| Participation rate | 9.7% | 63.9%-54.2pp | 69.6%-59.9pp | 67.2%-57.5pp |
| Annual return | 24.13% | 26.71%-2.6pp | 37.90%-13.8pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $226 | $2,999-92.5% | $3,832-94.1% | $4,126-94.5% |
| Admin fee / account holder | $69 | $4,778-98.6% | $5,476-98.7% | $5,651-98.8% |