Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,587 | $104,953-95.6% | $84,637-94.6% | $152,909-97.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 44.77% | 373.94%-329.2pp | 258.82%-214.1pp | 345.46%-300.7pp |
| Employer contribution / active EE | $361 | $3,304-89.1% | $2,653-86.4% | $4,764-92.4% |
| Participant deferral / active EE | $595 | $4,691-87.3% | $3,900-84.8% | $5,851-89.8% |
| Admin fee / account holder | $18 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |