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 | $18,651 | $48,364-61.4% | $71,796-74.0% | $62,881-70.3% |
| Participation rate | 12.9% | 60.6%-47.8pp | 69.1%-56.3pp | 69.3%-56.4pp |
| Annual return | 8.66% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $182 | $2,091-91.3% | $2,794-93.5% | $3,203-94.3% |
| Admin fee / account holder | $221 | $3,771-94.1% | $4,815-95.4% | $4,296-94.8% |