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 | $681 | $94,439-99.3% | $73,658-99.1% | $154,746-99.6% |
| Participation rate | 57.1% | 64.7%-7.5pp | 57.0%+0.1pp | 80.7%-23.6pp |
| Annual return | 28.28% | 28.25%0pp | 29.72%-1.4pp | 172.34%-144.1pp |
| Employer contribution / active EE | $173 | $1,257-86.2% | $1,032-83.2% | $4,379-96.0% |
| Participant deferral / active EE | $151 | $2,527-94.0% | $2,062-92.7% | $6,730-97.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |