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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $101,063-89.4% | $81,473-86.9% | $147,586-92.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 19.91% | 32.41%-12.5pp | 38.78%-18.9pp | 578.59%-558.7pp |
| Employer contribution / active EE | $163 | $3,206-94.9% | $2,568-93.7% | $4,876-96.7% |
| Participant deferral / active EE | $325 | $4,242-92.3% | $3,537-90.8% | $5,439-94.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |