Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,350 | $61,166-83.1% | $185,837-94.4% | $79,393-87.0% |
| Participation rate | 41.3% | 66.6%-25.3pp | 81.7%-40.4pp | 70.7%-29.4pp |
| Annual return | 12.86% | 19.45%-6.6pp | 122.08%-109.2pp | 116.87%-104.0pp |
| Employer contribution / active EE | $411 | $2,321-82.3% | $5,168-92.1% | $2,428-83.1% |
| Participant deferral / active EE | $690 | $2,789-75.3% | $5,568-87.6% | $4,046-82.9% |
| Admin fee / account holder | $3 | $710-99.5% | $16,241-100.0% | $627-99.5% |