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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,518 | $53,977-89.8% | $76,080-92.7% | $86,821-93.6% |
| Participation rate | 4.0% | 73.6%-69.6pp | 79.4%-75.5pp | 72.3%-68.3pp |
| Annual return | 14.54% | 14.64%-0.1pp | 42.50%-28.0pp | 97.94%-83.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,962-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $88 | $2,980-97.0% | $4,905-98.2% | $4,132-97.9% |
| Admin fee / account holder | $15 | $108-85.8% | $4,883-99.7% | $170-91.0% |