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 | $1,901 | $56,894-96.7% | $84,753-97.8% | $62,881-97.0% |
| Participation rate | 28.6% | 68.5%-40.0pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 30.54% | 6.30%+24.2pp | 22.78%+7.8pp | 20.14%+10.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $411 | $2,709-84.8% | $3,712-88.9% | $3,203-87.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |