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 | $2,907 | $37,446-92.2% | $77,513-96.2% | $79,852-96.4% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 38.66% | 39.76%-1.1pp | 54.81%-16.2pp | 31.72%+6.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $154 | $1,261-87.8% | $1,861-91.7% | $3,740-95.9% |
| Admin fee / account holder | $66 | $2,506-97.4% | $2,859-97.7% | $5,306-98.8% |