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 | $3,034 | $52,279-94.2% | $89,414-96.6% | $79,852-96.2% |
| Participation rate | 16.0% | 57.5%-41.5pp | 68.0%-52.0pp | 69.6%-53.6pp |
| Annual return | 22.50% | 22.16%+0.3pp | 245.50%-223.0pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $212 | $2,740-92.3% | $3,890-94.6% | $3,740-94.3% |
| Admin fee / account holder | $183 | $3,356-94.5% | $4,883-96.3% | $5,306-96.6% |