Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,296 | $111,785-92.6% | $93,669-91.1% | $145,877-94.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 11.97% | 203.79%-191.8pp | 133.59%-121.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $818 | $3,096-73.6% | $2,424-66.2% | $4,663-82.5% |
| Participant deferral / active EE | $1,096 | $4,919-77.7% | $4,416-75.2% | $6,691-83.6% |
| Admin fee / account holder | $31 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |