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 | $6,066 | $45,152-86.6% | $73,835-91.8% | $59,633-89.8% |
| Participation rate | 40.0% | 64.0%-24.0pp | 73.4%-33.4pp | 68.7%-28.7pp |
| Annual return | -2.60% | 27.40%-30.0pp | 2268.13%-2270.7pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $614 | $2,573-76.1% | $3,583-82.9% | $3,192-80.8% |
| Admin fee / account holder | $153 | $3,515-95.7% | $4,880-96.9% | $4,297-96.4% |