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 | $1,907 | $181,062-98.9% | $158,223-98.8% | $155,188-98.8% |
| Participation rate | 21.7% | 82.7%-60.9pp | 79.2%-57.5pp | 80.8%-59.1pp |
| Annual return | 16.52% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $355 | $6,134-94.2% | $5,467-93.5% | $6,531-94.6% |
| Admin fee / account holder | $65 | $18,825-99.7% | $16,047-99.6% | $14,480-99.5% |