Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,259 | $169,361-98.7% | $129,397-98.3% | $145,877-98.5% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 15.67% | 14395.54%-14379.9pp | 9453.98%-9438.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $217 | $5,542-96.1% | $4,154-94.8% | $4,663-95.3% |
| Participant deferral / active EE | $325 | $4,987-93.5% | $4,167-92.2% | $6,691-95.1% |
| Admin fee / account holder | $96 | $9,903-99.0% | $7,679-98.8% | $13,402-99.3% |