Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,807 | $59,467-75.1% | $93,727-84.2% | $74,478-80.1% |
| Participation rate | 15.9% | 59.6%-43.7pp | 68.7%-52.8pp | 67.2%-51.3pp |
| Annual return | 16.56% | 82.14%-65.6pp | 133.83%-117.3pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,069 | $3,052-65.0% | $4,417-75.8% | $4,350-75.4% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |