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 | $3,430 | $84,236-95.9% | $170,439-98.0% | $70,124-95.1% |
| Participation rate | 8.4% | 70.8%-62.4pp | 83.6%-75.2pp | 69.5%-61.1pp |
| Annual return | 14.53% | 23.06%-8.5pp | 205.94%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $49 | $3,086-98.4% | $4,939-99.0% | $3,332-98.5% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,881-99.2% | $4,645-97.7% |